Buy Hold Sell, by Livewire Markets
Business:Investing
As the name would suggest, future-facing commodities are those that will carry humanity forward as we take on the momentous task of decarbonising the world.
These are the commodities that are essential to the energy transition, including lithium, nickel, cobalt, manganese, graphite and copper.
Much of the demand for these commodities is expected to be driven by the uptake of electric vehicles over the next two decades, with governments around the world - including Europe, China, the US and Australia - providing incentives for people to 'go electric'.
We have already seen spikes in demand (and subsequent supply responses) for many of these commodities. And while the journey will likely remain volatile, on the whole, the wind only seems to be blowing one way;
However you slice it, demand for these commodities is only going to grow and, in most instances, the question is whether or not supply will keep that. That will create a host of opportunities.
As such, we sat down with Lowell Resources’ John Forwood & Acorn Capital’s Rick Squire, to get their take on what's hot and what's not when it comes to future facing metals.
Note: This episode was recorded on Wednesday, 10 April 2024. You can watch the video, listen to the podcast, or read an edited transcript below.
On the hunt for tomorrow’s CSL
Buy Hold Sell: 5 emerging healthcare heroes
Buy Hold Sell: 5 stocks rallying hard
The secrets to picking a winning small cap (and 2 fundie favourites)
Buy Hold Sell: 5 stocks with fantastic fundamentals
Buy Hold Sell: 5 ASX stocks for the ”goldilocks” scenario
How to find the highest quality large-cap stocks on the ASX
Buy Hold Sell: 5 large-cap stocks with rock-solid balance sheets
Buy Hold Sell: How bad will the fixed-rate mortgage cliff be (and 2 stocks that could still benefit)
Buy Hold Sell: Why energy stocks are cheaper than they’ve been in years (and 2 stocks on the rise)
Buy Hold Sell: 2 big tech buys and the fundies debate the sector’s next steps
3 dividend darlings (and 2 with adviser approval)
6 adviser-approved funds for income (and 2 to rid from your portfolio)
The 2023 guide to income for investors of all ages
Buy Hold Sell: 5 stocks for your radar right now
2 stocks fundies would bet the house on
Buy Hold Sell: 5 boring stocks trading at beautiful prices
Buy Hold Sell: 5 long-term compounders for the bottom drawer
2 stocks facing headwinds (and the themes fundies are shorting in 2023)
Buy Hold Sell: 3 of the ASX’s most shorted stocks (and 2 long-term buys)
Create your
podcast in
minutes
It is Free
The Commercial Edge: Unleash the Power of People
The emPOWERed Half Hour
U.S Property Podcast
Aligned Money Show
Dubai Property Podcast
The Ramsey Show
The Clark Howard Podcast