#Energy Transition

📈 Stock Markets

Commodity Supercycle: Metals for the Energy Transition in 2026

In Q2 2026, we survive the 'Great Metal Scarcity' as demand for copper, nickel, and lithium hits a historic high. Today, we delve into the 'Extreme Detail' of the 'Metals for Net-Zero' supercycle in 2026.

📈 Stock Markets

The Rare Earth War 2026: Strategic Commodities, Silicon Sovereignty, and the High-End Tech Supply

In April 2026, the $120+ oil barrel is only half the story. We analyze the 68.4% price spike in Lithium, Cobalt, and 'Magnet-grade' Rare Earths as the tech-cold-war heats up.