It’s fair to say that I never wanted to write this blog. I was at PDAC all last week and I hoped that this subject would go away. Unfortunately it doesn’t look like it is, so here I go. It…
On 9-10 October 2025, in response to what it saw as trade provocation from the US, China broadened its rare-earth export controls, expanding restrictions on a number of materials and technologies. The US response was immediate and, by mid-October, the…
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…
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,…
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…