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.
Buy Hold Sell: 3 of Australia’s hottest stocks (and 2 actual buys)
Buy Hold Sell: 2 big buys (and why fundies are split on tech’s next steps)
Buy Hold Sell: Why healthcare still needs some reviving (and 2 strong buys in the sector)
Buy Hold Sell: Why fundies are bullish on energy (and 5 cracking stocks)
Buy Hold Sell: 5 industry-leading micro caps
2 winning stocks (and how rising costs impact those micro caps in your portfolio)
Buy Hold Sell: 3 micro-cap buys (and 2 facing headwinds)
Buy Hold Sell: 5 of your top stock picks
The 10 best management teams this reporting season
Buy Hold Sell: 3 stocks that smashed expectations (and 2 disappointments)
Buy Hold Sell: 5 of the most-shorted stocks on the ASX
6 stocks for a full portfolio reset (and 2 duds to avoid)
Buy Hold Sell: 5 stocks to soar as recession risk rolls over
Buy Hold Sell: 5 stocks battling for blue chip status
Two stocks making their way into the ASX 20 (and one on its way out)
Buy Hold Sell: 3 dogs of the ASX 100 (and 2 in for a rebound)
Buy Hold Sell: The best and worst-performing ETFs of the year
How to navigate this market volatility with ETFs
Buy Hold Sell: 5 bargain ETFs to refresh portfolios in FY23
Buy Hold Sell: 5 stocks to play the commodities squeeze
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