GMET News and Press, VanEck Green Metals ETF From 10/21/22

Summary The UN Sustainable Development Goals represent a globally agreed-upon framework that can help investors understand and measure how their portfolios are contributing to addressing critical global sustainability issues. SDGs have gained widespread support across a broad cons...

Current U.S. infrastructure is in major need of upgrades; significant investment by governments is already in motion, incentivizing green infrastructure initiatives. Energy transition has been the early focus of investors, but there are multiple sectors within the green infras...

Summary The COVID-19 pandemic continues to expose supply chain issues. Supply chain risk offers a lens with which to analyze investments from another angle. While supply chain risk is event-driven, firm-level responses are where strategy and actions offer new investment ideas....

Summary We are in a period of economic transition, what worked for the last 40-plus years might become 'undone'. I recently offered the all-weather stock portfolio for retirees. There might be a simpler and more efficient way to create the ready-for-anything retirement portfol...

An all-stock portfolio is usually a risky bet for retirees due to sequence of returns risk and inflation. That said, we can arrange stocks by sectors to better prepare for bear markets and any economic environment. It's the all-weather retirement stock portfolio. An all-...

We do not expect the copper price to fall below $6500/ton with the onset of recession. The main reason is the current raw material price (~$7300/ton) removing ~30% of the potential copper supply from the market. We expect the current decline of copper price to catch up quickly by the ...

As demand for green metals and rare earth elements continues to grow, we provide a closer look at how investors can gain exposure to metals and mining companies in this space. Many secular trends have driven increased demand for green metals such as copper, lithium, and rare earth ele...

Freeport-McMoRan is a copper company, and copper is susceptible to economic closures and economic worry. The company has dramatically improved its financial position from the last downturn, and we expect markets to rebound quickly. The company can generate double-digit FCF in 2023...

In this article, I discuss one of the most important macro risks and opportunities on the market as we're facing severe metal/commodity supply shortages. Mining companies have slashed CapEx in a time of strong and further accelerating demand, proving strong tailwinds for commodity pri...

Investors could chase Sibanye's high-dividend, high-quality attributes to fight inflation. Although the floods in Montana pose a renewed challenge, Sibanye's general operations have time to reset after a series of headwinds. South African Platinum Group Metals is well-positioned. ...