Historical development of raw materials
Climate policy goals are being pursued more ambitiously today than ever before, not least of which is independence from other countries, for example Russia. In the EU, it is the REPowerEU plan that provides for high investments in energy infrastructure. The climate policy goals of many countries have reached a turning point, so to speak. China’s power with regard to critical raw materials in particular is to be reduced. The world has recognized the energy turnaround as an important goal, and demand for raw materials should be boosted by it. In the U.S., the Inflation Reduction Act is providing a boost to green infrastructure. This is because the importance of resource and energy security has been recognized.
In recent years, commodities have been in strong demand. The impact of the global pandemic shock was contained by monetary and fiscal policy countermeasures. The second shock, Russia’s invasion of Ukraine, further supported commodity prices. This was because energy and agricultural products were suddenly available in limited quantities. The high inflation that then occurred again demonstrates that commodities are an excellent asset class to diversify a portfolio and counterbalance inflationary trends. Even though a weaker economy weighed on metal prices last year, the outlook for commodities, which are important for the energy transition, should be very good. In addition, China’s opening up to Covid should increasingly create demand for raw materials.
Companies such as U.S. Critical Metals – https://www.commodity-tv.com/play/us-critical-metals-exploring-a-lithium-a-rare-earths-and-a-cobalt-project-in-the-united-states/ – should not have to worry about a lack of customers for their raw materials. The company’s portfolio includes a lithium project in Nevada, a cobalt project, a uranium project and two rare earth projects in Montana and Idaho.
In addition to uranium, Green Shift Commodities – https://www.commodity-tv.com/play/green-shift-commodities-advancing-uranium-project-and-closing-on-acquisition-of-lithium-project/ – owns raw materials needed in electric motors and storage batteries, such as vanadium, nickel, phosphates and rare earths (neodymium) at its Berlin project in Colombia.
Current corporate information and press releases from US Critical Metals (- https://www.resource-capital.ch/en/companies/us-critical-metals-corp/ -).
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