Electric Vehicles

The EV Revolution and its Biggest Investment Opportunities

Newsletter / August 15, 2023

EV sector is at the start of a secular growth phase, and it will be a key driver of global economy. Ever since the first industrial revolution in 18th century, there have been a number of major technical innovations that became the core driver of global economy for 30-60 years. (See details at – The […]

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Copper – a slam dunk investment case

Newsletter / May 20, 2023

Copper is the new lithium. A decade of low capex, trillions being spent on energy transition, China reopening, inventories at lowest levels of 18 years, not enough copper supply coming online in next few years – investing in copper is a slam dunk case. Key Points Copper faces critical supply shortages It was the only

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