2025 was quite a year in the battery industry and, while everyone is excited about the potential for ESS demand for batteries and cells, EVs are still the biggest driver of battery demand and that looks set to continue for…
If you’re not in silver, why not? First up I should say that for most of my career, I’ve been wary about investing in precious metals. I’ve always preferred materials where I could forecast demand and that hasn’t been precious…
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…
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 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…