China Leaves US Behind in DRC: A Cobalt EV Supply Chain Story

congo cobalt is where more than 70% of the world's resource comes from

The global decarbonization of our planet, central to the EV revolution, continues to accelerate. However, behind the cool adverts and showrooms of new electric vehicles lies a chunk of the supply chain fraught with forced labor, bribery, rebel armies, and mercenaries battling for a piece of an irreplaceable resource: cobalt. Unlike other green metals such as […]

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Breaking Down Cobalt’s New Rally

Some analysts are now warning of an impending supply shortage of cobalt. Strange, considering that only three years ago, the market was flooded with so much cobalt that the metal’s price plunged by about 70% between 2018 and 2019 — see the Trading Economics chart below for details. Cobalt Price 5-yr Chart (USD/tonne) However, note […]

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Biden’s Policies Could Mint Millionaires

green metals to fuel renewable energy transformation

After four years of strong economic growth under Trump, investors everywhere are wondering how the Biden Administration will impact their portfolios. While it’s far too early to know for certain, there’s one thing investors can take to the bank: President Biden is not opposed to spending… During Biden’s tenure as Vice President of the United […]

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Biden’s Clean Energy Plan to Fuel Commodity Sector For Years

Biden policy change will result in green energy surging

From rumours that Biden will cancel Keystone XL on his first day in office to making power-plant emissions extinct by 2035, dramatic policy reversal is upon us. Biden’s first two years in office will be nothing like the last four. The left is supercharged following its dramatic victory in Georgia; and, with control of the […]

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