Critical materials start 2023 with a bang

We are pleased to introduce Sprott Energy Transition Materials Monthly by Paul Wong, CFA, Market Strategist and Jacob White, ETF Product Manager. At Sprott, we believe the global clean energy transition will grow more urgent as energy markets continue reordering and energy security becomes synonymous with national security. Companies that are upstream in the supply chain may be well positioned to benefit from the increased investment in the critical minerals necessary for the clean energy transition.

Strong Demand-Supply Fundamentals for 2023

As 2022 ended, most of the main bearish risks for the U.S. (rising interest rates), EU (cold winter), and China (zero-COVID) faded suddenly and nearly simultaneously, setting the market for a more pro-cyclical outlook. The upward revision in global growth, the timing effect of the China credit impulse and the surprise ending of China’s zero-COVID policy have provided a tailwind for the metals market. For energy transition […]

About the author: StockMan
Any information posted on the website has been prepared without taking into account your objectives, financial situation or needs and as such, you should before acting on the information or advice, consider the appropriateness of the information or advice in relation to your objectives, financial situation or needs. Please be aware that any information posted on this site should not be considered to be financial product advice.
Posting Guidelines
  • Do contribute something to the discussion
  • Do post factual information, analysis and your view on company valuations
  • Do disclose if you have an interest in a security
  • Do take our Terms of Use seriously
Do Not
  • Do not make low-content posts, unsubstantiated ramps or untruthful/misleading statements
  • Do not complain about a post unless you have reported it first, and not on the forum.
  • Do not post financial advice
  • Do not advertise or post sponsored content

Get involved!

Get Connected!

Come and join our community. Expand your network and get to know new people!


No comments yet