By Nicholas – Published on July 16, 2018
The way that people power their lives is changing. For most of modern human history, fossil fuels have been king. Coal, natural gas, and petroleum have all supported the global industrialization that took place over the last 300 years. Today, long-standing energy assumptions are being called into...
By Nicholas – Published on June 8, 2018
The idea of “Peak Oil” isn't new. Ever since M. King Hubbert presented the theory in 1956 people have wondered how a world that wasn't dependent on oil would look like. Now it looks like new technology is on the brink of breaking into markets that drive oil demand, and creating...
By Nicholas – Published on May 4, 2018
Junior mining shares can create incredible returns. Before your money goes to work in a small resource company, getting your hands on quality research is a good idea. David Erfle has devoted more than a decade to becoming one of the go-to sources for information about junior miners. Instead of...
By Nicholas – Published on May 3, 2018
The fact that cobalt prices have been on a tear isn't news. But under the surface of the cobalt market, there could be a dislocation brewing. A decade ago, no one cared about the cobalt market. The vast majority of the world's cobalt was produced as a byproduct from other forms of...
By Nicholas – Published on April 1, 2018
Lithium and cobalt have rallied hard as a new generation of technologies become mainstream. There have been a number of demand drivers, ranging from the near ubiquity of smartphones across the planet, to the rapid development of Electric Vehicles (EV's). It all comes down to new ways of...
By Jeff – Published on January 10, 2018
Records for renewable energy consumption were smashed around the world in 2017. View the high-resolution version of today’s graphic by clicking here. Looking at national and state grids, progress has been extremely impressive. In Costa Rica, for example, renewable energy supplied five...
By Nicholas – Published on January 3, 2018
The last two years have seen some major changes take place in the energy sector. Massive offshore wind power projects in Europe are becoming one of the cheapest forms on electrical generation, with major names like Vattenfall and Royal Dutch Shell entering the development space. While the two...
By Nicholas – Published on November 22, 2017
By now pretty everyone knows two things about Electric Vehicles (EV's), and the elements that make them possible. Firstly, there isn't supply of them at the moment, and secondly, many of them come from places that aren't stable. Cobalt and The Democratic Republic of the Congo illustrate...
By Nicholas – Published on October 1, 2017
Mining is generally thought of as a for profit enterprise, and not as a public service. But in reality, mining operations extract vital minerals that allow for social progress to take place. The national governments of both Canada and Australia have both made investments in mines that produce...
By Nicholas – Published on September 23, 2017
Tesla Motors is known for making drop dead sexy electric cars that can spank most of their gas powered competitors. But what may be an equally profitable market for the company is the shift toward using renewable power sources in electrical grids around the world. In February of this year AES...
Published on August 8, 2017
00:00:08 Let's talk about lithium. This really a time to be critical and optimistic but we want to ask the question so you have a better broader knowledge. Take a look at the slides here guys. 00:00:18 I was a gigafactory about six weeks ago. I spent the better part of the day there. Has...
By Nicholas – Published on August 1, 2017
Electric cars have become popular in a very short amount of time. Tesla, who is the industry darling, has only been producing cars for a decade. Now they are one of the largest automotive manufactures in the world, if you use market cap as your measurement metric of choice. This rise in full...
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