‘Dirty’ resources sector needs decarbonisation, not divestment
“The resources sector will be crucial to the world’s energy transition. Clean energy technologies require far more lithium, nickel, copper, cobalt and other minerals than their fossil-fuel counterparts and a supply crunch is looming.” Tribeca’s 2050 Strategy Portfolio Manager,...
The commodities rally: A new supercycle?
“Ben Cleary’s bullish case for commodities over the next 3-5 years." His thesis is pretty simple: a decade of underinvestment across most commodities has created a demand/supply problem, with low levels of inventory around the world. Read more here. ...
