Commodities
New Era For Nukes
Daily Standup Top Stories A New Era for Nuclear Power in the U.S. August 17, 2024 Stu Turley The US government is supporting the reopening of the Palisades nuclear power plant, the first such effort in […]
Copper
Commodities
Can the West Afford to Build Its Own Copper Industry?
The West’s green energy transition is heavily reliant on copper, a metal primarily processed in China. Building a Western copper processing industry would be costly and time-consuming, potentially hindering the transition. Western governments may need […]
Commodities
Net-Zero Targets Could Double Yearly Copper Demand by 2035
The global demand for copper is projected to increase by 40% by 2040, driven by the adoption of green technologies. Vedanta Resources has regained control of the Konkola Copper Mines, a major high-grade copper deposit […]
Critical Minerals
Copper squeezed in the United States but China has plenty
LONDON, May 22 (Reuters) – The London Metal Exchange (LME) copper price hit a record nominal high of $11,104.50 per metric ton on Monday. The London market is playing catch-up with its U.S. peer CME […]
Critical Minerals
Six new large mines need to come online annually by 2050 to meet global copper demand – study
A study by researchers at the University of Michigan and Cornell University has found that copper cannot be mined quickly enough to keep up with current US policy guidelines to transition the country’s electricity and […]
Critical Minerals
The Investment Cases for Copper
Copper prices have exploded higher, up 33% year to date. The demand is coming from so many sectors of the global economy, it is hard to find a reason not to invest. The energy transition […]
Climate Crisis
Free Wind Energy = Free Lunch?
Daily Standup Top Stories Who is paying for the Free Energy Wind?- or as Penguin Empire Reports – “Who’s paying for lunch?” May 18, 2024 Stu Turley ENB Pub Note: This is a guest post from […]
Climate Crisis
Who is paying for the Free Energy Wind?- or as Penguin Empire Reports – “Who’s paying for lunch?”
ENB Pub Note: This is a guest post from the Pengquin Empire Reports Substack. We highly recommend supporting and following them. “In the financial world, it tends to be misleading to state ‘There is no […]
Critical Minerals
Report shows copper can’t be mined fast enough to electrify the US
Copper cannot be mined quickly enough to keep up with current U.S. policy guidelines to transition the country’s electricity and vehicle infrastructure to renewable energy, according to a University of Michigan study. The Inflation Reduction […]
Critical Minerals
Anglo American Rejects BHP’s $38.8 Billion Takeover Bid
Anglo American’s board unanimously rejected BHP’s unsolicited all-share takeover offer. Anglo American cited significant undervaluation and an unattractive structure as reasons for rejecting the proposal. Industry insiders believe BHP’s interest in Anglo American is primarily […]