The price of gold has retreated from its January high. Gold had an incredible 2025, rallying about 72% and setting multiple all-time highs. The last of those highs came in late January of this year, after the price of the precious metal surged past the $5,000 mark and came within a few dollars of $5,600. But gold has lost some …
Continue ReadingLithium investors are asking the wrong question about battery substitution. For years, the industry has debated whether a breakthrough technology would dethrone lithium as the cornerstone of the energy transition, but the more immediate threat is less dramatic and potentially more damaging: alternative battery chemistries are beginning to cap demand growth in some of the market’s fastest-growing segments, threatening future …
Continue ReadingIt is a well-documented fact that the possession of resources has significantly governed power structures. The early colonisation of distant lands for control over vital land resources and labor to today’s quests to maintain energy and mineral resource hegemony are telling of a specific pattern: those holding critical regional resource capacities are susceptible to being drawn into geopolitical battle. At …
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