PINK - From AI To Green Metals: Strategic Investments For A Changing World

2024-06-26 21:15:00 ET

Summary

• As global policymakers push forward in their attempts to transition away from fossil fuels, the demand for substitutes in the form of minerals and metals is skyrocketing.
• The green transition is driving this unprecedented demand for metals and minerals.
• The clean appearance or narratives around EVs, solar panels, and windmills belies the dirty reality that they require lots and lots of mining.
• Given the AI revolution, the green transition, and the debasement of currencies, these investment themes are set to dominate the landscape throughout this decade and potentially beyond.

By James J. Puplava, CFP®, CTS™, CES™, AIF®, CIS™, CFS™, CAS™, CSS™, FPWM™

As global policymakers push forward in their attempts to transition away from fossil fuels, the demand for substitutes in the form of minerals and metals is skyrocketing. The International Energy Agency (IEA) predicts that by 2030, we will need 50 new lithium mines, 60 new nickel mines, and 17 cobalt mines to meet the growing demand for electric vehicles (EVs) and renewable energy infrastructure (see Source )....

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