KMET / Is Your Portfolio Prepared for the Impending Copper Shortage?

Conversations about renewable energy adoption and related investment theses are often dominated by electric vehicles, solar and wind. As a result, som more_horizontal

There are some certainties surrounding rare earth minerals and strategic metals. Demand for those materials was increasing prior to end markets such a more_horizontal

The global transition to net-zero emissions will require enormous amounts of investment, regulatory support, and raw material. In electrification meta more_horizontal

Adoption of renewable energy sources, including wind and solar, is accelerating around the world. In fact, the International Energy Agency (IEA) is de more_horizontal

The energy transition continues to drive demand for specific metals upwards, increasing their market size two-fold in the last five years. With demand more_horizontal

Copper prices continue to fall on concerns of recession and demand pullback in the second half of the year. Despite short-term challenges, copper pric more_horizontal

Commodities face a number of headwinds this year as recession concerns cast a long shadow over much of the space. It's an environment of opportunity f more_horizontal

An influx of nickel from Indonesia has led to a global nickel oversupply that is driving prices down. It's an imbalance that creates an opportunity fo more_horizontal