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Our Research

The Last Bank Run Ever?

May 21, 2023

Since early March, the banking sector has been in a state of shock. It all started with Silicon Valley Bank...

Lithium Supply Crisis Is Bullish for the Metal’s Price

April 25, 2023

Great news… Earlier this month, the government of Chile announced that it would nationalize the country’s...

Range Anxiety Is Over; Another Looming Chips Shortage—Market Wrap

April 22, 2023

It has been about 15 years since electric vehicles (EVs) entered the mass market. Tesla started shipping its...

Clean Energy Transition Reaches a Tipping Point

April 18, 2023

The world will never be the same. The days of cheap, “dirty” fuel are gone. In the past, businesses and...

A $10-Trillion Trend Continues, Saudi Arabia Gives Up—Weekly Wrap

April 15, 2023

$10 trillion… That’s Elon Musk’s estimate of the total price the world will pay to clean up the...

A Hydrogen Milestone

April 11, 2023

The hydrogen revolution continues. As part of it, the United States plans to invest $8 billion into...

World’s Largest Copper Buyer Wants More as The Largest Supplier Faces an Output Crunch—Market Wrap

April 8, 2023

This week was full of massive news from the major natural resource producers. First, as we mentioned earlier,...