Comments on this forum should never be taken as investment advice.
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New Critical Minerals Prospectus showcases investment opportunities
https://www.industry.gov.au/news/new...-opportunities
To attract more investment in Australia's critical minerals sector, the Prospectus includes: an introduction to critical minerals and rare-earth elements, Australian potential, and global supplies a profile of Australia’s current production of critical minerals and rankings against global supplies a summary of how Australian agencies support development of critical minerals in Australia an analysis of each critical mineral, including characteristics, current supply and demand a list of advanced critical minerals projects in Australia, including mineral inventory, infrastructure and funding The Australian Trade and Investment Commission (Austrade) in collaboration with Geoscience Australia and the Critical Minerals Facilitation Office produced the Prospectus. https://www.austrade.gov.au/ArticleDocuments/5572/Investment-Opportunities-in-Australian-Resources-and-Energy.pdf.aspx Investment Opportunities in Australian Oil and Gas
Disclaimer: The author of this post, may or may not be a shareholder of any of the companies mentioned in this column. No company mentioned has sponsored or paid for this content. Comments on this forum should never be taken as investment advice. |
#2
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Battery metals in 2030: lithium, cobalt, rare earths, graphite, nickel, copper
Really good article from Stockhead's analysis of UBS report.....
Battery metals in 2030: Here’s how lithium, cobalt, rare earths, graphite, nickel and copper could make your kid rich By 2030, UBS also predict that: Lithium demand will lift ~1100% from ~400,000 to 4.4 million tonnes Natural graphite demand grows by 700% Demand for nickel grows from ~2.6mtpa to 5.8mtpa Rare earths neodymium (Nd) and praseodymium (Pr) face “a step change” in demand from ~30ktpa towards ~100ktpa Cobalt demand to expand over the next decade from around 120ktpa to over 400ktpa And by 2030, copper consumption in EVs — which averages 90kg vs 20kg in ICE vehicles — will represent 4.4mt of copper demand or around 13% of the total. Read the article
Disclaimer: The author of this post, may or may not be a shareholder of any of the companies mentioned in this column. No company mentioned has sponsored or paid for this content. Comments on this forum should never be taken as investment advice. |
#3
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How at risk is the US re critical minerals?
Critical_minerals_Report_June4_2019.pdf
Page 8 has a very revealing table..... A Federal Strategy to Ensure Secure and Reliable Supplies of Critical Minerals The United States imports most critical mineral commodities. Specifically, the United States is import-reliant (imports are greater than 50 percent of annual consumption) for 31 of the 35 minerals designated as critical by the Department of the Interior. 2 The United States does not have any domestic production and relies completely on imports to supply its demand for 14 critical minerals.
Disclaimer: The author of this post, may or may not be a shareholder of any of the companies mentioned in this column. No company mentioned has sponsored or paid for this content. Comments on this forum should never be taken as investment advice. |
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