The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
Shanghai Gears Up For Mass Covid Tests, More Cities Impose Curbs https://www.asiafinancial.com/shanghai-gears-up-for-mass-covid-tests-more-cities-impose-curbs
OK, thanks
All the European countries returning to ‘dirty’ coal as Russia threatens to turn off the gas tap
https://www.euronews.com/green/2022/06/24/all-the-european-countries-returning-to-dirty-coal-as-russia-threatens-to-turn-off-the-gas
Global spending on coal projects is expected to surge…https://twitter.com/DavidBurton1971/status/1539893855444762625?cxt=HBwWgoC82bDT5t4qAAAA&cn=ZmxleGlibGVfcmVjcw%3D%3D&refsrc=email
According to P&S Intelligence, the Rare Earths market is set to reach $15 billion by 2030 with a CAGR of 9.1%
https://twitter.com/AltonaRareEarth/status/1537720466521083909?cxt=HBwWisCyrb-nitcqAAAA&cn=ZmxleGlibGVfcmVjcw%3D%3D&refsrc=email
https://time.com/6182044/electric-vehicle-battery-lithium-shortage/
sector article:
https://www.npr.org/sections/money/2022/05/03/1096044152/how-palm-oil-prices-are-affecting-the-global-economy?t=1653059981194
at the macro level
India
Now coal stocks are said to be critically low in 108 of its 173 power plants
Https://www.bbc.com/news/world-asia-india-61330302
sector interest: https://www.reuters.com/world/india/shell-buy-indian-renewable-power-platform-155-bln-2022-04-29/
https://www.investorschronicle.co.uk/news/2022/04/25/audioboom-s-platform-is-easily-scalable/
article April 5
“If the demand for coal within the energy complex remains high and if the EU decides to ban imports from Russia, other players with some kind of optionality to be able to fill that gap, players like Thungela, will benefit,” said Lester Davids, an analyst at Unum Capital Ltd.
Https://www.bloomberg.com/news/articles/2022-04-05/top-south-africa-coal-miner-extends-rally-as-eu-eyes-russia-ban
Q: You wrote a paper at the end of 2019 saying demand for lithium would outstrip supply. It looks like lithium prices have started to reflect that. What do you see?
A: In the next two years, even though there will be significant growth in supply, it will be less than demand, so the gap will just continue to grow.
https://www.iol.co.za/motoring/industry-news/lithium-could-replace-chips-as-the-new-motor-industry-bottleneck-6b327ef6-c822-569d-ae84-508355683cf7
Mr Lithium says
Q: You wrote a paper at the end of 2019 saying demand for lithium would outstrip supply. It looks like lithium prices have started to reflect that. What do you see?
A: In the next two years, even though there will be significant growth in supply, it will be less than demand, so the gap will just continue to grow.
https://www.iol.co.za/motoring/industry-news/lithium-could-replace-chips-as-the-new-motor-industry-bottleneck-6b327ef6-c822-569d-ae84-508355683cf7
CPR due in days
Https://cutt.ly/rFb0YhW
A 5% drop seems stupid now that every European country is to back renewables big-time in order to wean themselves off Russian gas. And importing more gas from the States won't be so economic. So increased potential for all that is 'green'.