Commodity Insights

Analyzing the underlying economic drivers and opportunities in mining production and investments.

get ready mining investment big five major trends

The Energy Transition Begins and Ends with Metals & Mining

Rob Gray •May 22, 2023

Commodity Insights

Get Ready: The Mining Investment Environment

Private Credit & Mining: Generating Predictable Returns from Transition Metal Investing

David Halkyard & Antony Rowe •May 4, 2023

Commodity Insights

Private credit & mining investing

The Big 5: Major Trends Driving Demand

Rob Gray •Apr 25, 2023

Commodity Insights

Get Ready: The Mining Investment Environment

Electric Vehicle Market Penetration

Rob Gray •Mar 26, 2023

Commodity Insights

Get Ready: The Mining Investment Environment

get ready mining investment middle income growth

Consumption: Broadening of the Middle Income Base

Rob Gray •Jan 23, 2023

Commodity Insights

Get Ready: The Mining Investment Environment

Get Ready Mining Investment Series 1970s Inflation background

Inflation: Are the 1970s an analogue for the 2020s?

Rob Gray •Dec 19, 2022

Commodity Insights

Get Ready: The Mining Investment Environment

American Battery Metals Initiative

Rob Gray •Nov 22, 2022

Commodity Insights

Get Ready: The Mining Investment Environment

Balancing commodity demand investment allocations

Balancing Commodity Demand
& Investment Dislocations

Russ Cranswick •Nov 22, 2022

Commodity Insights

Selectivity in Today’s Mining Investment Environment

california transition to electric vehicles

California Dreaming: Making the transition to EVs a reality

Rob Gray •Oct 6, 2022

Commodity Insights

A ground-up look at how to achieve – and invest for – the state’s new 2035 zero-emissions vehicle mandate

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