Metals & Mining
U.S. – China Tensions Boost Rare Earth Stocks, but is the Current Rally Sustainable?
The rare earth elements (REEs), or Lanthanoid series in the periodic table, are a group of heavy metals that are widely used in modern technologies. Smartphones, electric vehicles (EVs) and renewable energies are some of the modern products that depend on the unique magnetic and electrical properties of REEs to function. Each F-35 fighter jet,…
Read MoreSynthetic Diamonds: An Intimidating Competitor for Mined Diamond Companies
First synthesised successfully in 1954, synthetic diamonds have become ever easier and efficient to produce, especially over the last 20 years, aided by growing technology. Synthetic diamonds, not just aesthetically but chemically and physically identical to their naturally formed counterparts, are increasingly posing a threat to the mined diamond industry. According to a report commissioned…
Read MoreCommodities Analysts Predict New ‘super cycle’ Amid Global Green Energy Transition and Anticipated COVID-19 Recovery
Researchers at J.P. Morgan, Bank of America and Goldman Sachs have forecasted a major incoming commodities ‘super cycle’ as prices of metals, oils and grains have all surged to multi-year highs on a bull run that started in the summer of 2020. The term ‘super cycle’ refers to the observable price fluctuations of resources…
Read MoreWhy Ultra-Rare Rhodium Ended-Up as the Top Performing Commodity of 2020
As of the beginning of this year, the price of the rare transition metal rhodium has risen from 6000 USD to 20,000 USD per troy ounce (circa 31g, slightly heavier than the traditional empirical ounce). This gain of over 300% surpasses every individual company on the S&P 500 index and well outstrips other top performing…
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