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Our Research

Commodities Remain a “Safe Haven” During This Banking Crisis

March 21, 2023

The global banking crisis continues… and markets are nervous. Since early March, global stock indexes have...

Banking Crisis, Tesla’s Rare Earth Decision—Market Wrap

March 18, 2023

This week has been turbulent. Without a doubt, the biggest news of the week was the banking crisis in the US....

Mexico’s Controversial Move Could Boost Lithium

February 21, 2023

The government of Mexico has nationalized its lithium reserves. The country’s President, Andrés Manuel...

Billions Are Flowing into This Sector—Market Wrap

February 18, 2023

The clean energy transition keeps gathering momentum. The ultimate shift from fossil fuels to clean energy...

green hydrogen field

The Green Energy Revolution Is Accelerating

February 14, 2023

The Inflation Reduction Act, which includes $370 billion in green energy subsidies, has created a snowball...

This SPACE Metal Has Just Quadrupled in Price—Market Wrap

February 11, 2023

After severe supply chain disturbances due to COVID-19 and the war in Ukraine, many commodities are in high...

What China’s Reopening Means

January 31, 2023

China is back. The world’s second-largest economy has lifted most of its Covid-related restrictions. People...