In Part 1 of this Series I explained why I think current solar installation forecasts from big groups like IEA and BNEF are overly conservative. I flagged how these forecasts being overly conservative doesn’t just impact the solar industry, but…
In Part 1 of this Series I explained why I think current solar installation forecasts from big groups like IEA and BNEF are overly conservative. I flagged how these forecasts being overly conservative don’t just impact the solar industry but…
It’s a big bugbear for me that renewables analysts are so conservative on their forecasts for solar installations. I mean how can you allow yourself to make the same mistake for nearly five years in a row? For full disclosure…
The past few months have seen some quiet changes to the way that China is doing business in critical raw materials, particularly within China itself. In June an amendment to China’s unfair-competition framework came in, aimed at curbing price wars,…
It may be difficult to believe now but once, long ago, aluminium was the darling of commodity markets! When I started my career as a commodity analyst in the early-2000s aluminium was king. At that time the European and North…
With the changes to the Chinese export licencing regulations, the drop in Chinese exports and the resulting shortage of Rare Earths (REEs) in Western markets, and the US government’s deal with MP Materials, the Rare Earth mining sector has been…
Suggesting that Lithium Brine stocks are undervalued vs Hard Rock is quite a statement when practically all lithium stocks look undervalued at the moment, despite the spike in share prices since mid-June! The chart below highlights the magnitude to which…
Q2 Metals (TSXV:QTWO) recently released initial metallurgical test results for samples from its Cisco lithium project in Quebec. The results seem to suggest that the orebody will support DMS-only processing without the need to build a separate flotation circuit. That’s…
Who will be the winners and losers from the Age of Electricity (AoE)? Many investors believe that the AoE supercycle, like the fixed asset investment-led China supercycle event at the start of this century, is going to be positive for…