Lithium Isn’t the Only Commodity We’ll Need for the Energy Transition
In today’s Money Morning…keeping an eye on copper…copper supply is looking shaky…commodities are a great place to be…and more…
Copper
Aussies Stash the Cash and Here’s the Winner!
And here’s the best part: there IS a specific playbook you can use to potentially profit from the next phase of the cycle.
Lithium-Nickel Project Acquisition Sends Bryah Share Price Up 14% (ASX:BYH)
Bryah says Lake Johnston enhances its strategy of exploring for the energy metals of the future ‘in a proven geological environment.’ Bryah Resources [ASX:BYH] share price is currently up 14%.
Nuclear Subs, Evergrande, and the Iron Ore Conundrum
It’d be very contrarian to take trades on iron ore at this stage, and the coast might not be clear until some support comes in on the iron ore spot price.
Mining Ain’t Dead Yet: Aussie Dollar Up, Iron Ore Down
Whether that’s geologists, mining executives with buckets of experience, or a finely-tuned operational capability when it comes to labour and rigs — it's all already here.
Trader’s Corner — US Dollar Ignites after FOMC
The spike in the US dollar, and freefall in gold and other commodities, continued on Thursday but US bonds had a huge rally, negating the fall that occurred on the day after the meeting.
Copper Demand Outlook — Keep an Eye Out on Copper
Demand for copper is rising as economies recover, and from the energy transition. Timber, agricultural goods, copper — they’ve all been increasing after plenty of stimulus around the world kicked in to stave off the pandemic...
Why Australia May Be on the Cusp of a New Mining Boom
We’ve seen this script play out before…a commodity boom for the West…why the commodity price boom is here to stay, and what it means for Australia…the race to net zero…and more…
Copper Rush: China’s Unprecedented Demand Boosted Copper Prices
China went on a massive construction spree. China needed buildings to house people, they needed to build transport, infrastructure…and lots of copper for it...
US Stimulus Paves the Way for Commodities Boom
Almost like clockwork as the market started to wobble, the US passed more stimulus. The $1.9 trillion bills should prop up the market for the time being. There’s a subtext to this though, and it's all about inflation