ESG × Tokenisation: A New Frontier in Sustainable Investment
Oct 3, 2024
By Gaia Research Team
Reading time: 7 mins.
As sustainability becomes an integral part of investment strategies, the need for innovative solutions to enhance transparency, accessibility, and efficiency is crucial. One such innovation is the tokenisation of sustainable investments, which leverages blockchain technology to revolutionize sustainable investing by increasing the transparency and accessibility of investment products.
Electric Vehicles Value Chain China Battery Boost
Oct 2, 2024
By François Pommier Suarez
Reading time: 7 mins.
TakeawaysTop Chinese battery manufacturers achieve super-low costs through several key strategies that give them a cost advantage, particularly as price competition intensifies and puts pressure on profit margins.We understand BYD (similarly to CATL) cell production cost is just above $40/kWh versus around $55/kWh for the other Chinese manufacturers, all significantly below Western players.…
Electric Vehicles Value Chain China Boost
Oct 1, 2024
By François Pommier Suarez
Reading time: 7 mins.
TakeawaysCopper and nickel prices have risen sharply recently with an acceleration following the PBoC's announcement, but lithium is lagging behind. Decoupled from lithium prices, lithium miners Ganfeng and Tianqi rallied by 21% and 28% respectively over the last week.The suspension of lithium production by CATL in Jiangxi is expected to lead to an 8% reduction in China's lithium…
Lithium: The Fuel of Energy Revolution
Sep 27, 2024
By Gaia Research Team
Reading time: 7 mins.
In 2024, the global Electric Vehicles (EV) market is projected to reach US$786.2 billion, growing at 6.63% annually until 2029. As a key material in EV battery, global lithium demand is expected to surpass 3.1 million metric tons by 2030, companies supplying significant quantities will be well-positioned to benefit from rising prices.
Geothermal Energy
Sep 25, 2024
By Zenon Research
Reading time: 12 mins.
ContextZenon Research is a non-profit organisation aiming at analysing, with a scientific approach, trends in climate solutions and identifying promising technologies that will reduce emissions and remove CO2 from the atmosphere.Zenon’s proposition is twofold:A holistic vision: a technology needs an economic model and a market to be able to develop. It is integrated into an ecosystem, itself…
PYX Resources Ltd: When ESG meets Mining
Sep 19, 2024
By Gaia Research Team
Reading time: 3 mins.
PYX Resources Ltd is a global leader in zircon mining, a valuable mineral widely used in ceramics, refractory materials, and various industrial applications. The company’s production strategy focuses on extracting high-grade zircon with minimal impurities. This article provides a snapshot of the company’s mining operations and its outstanding ESG performance.
Electric Vehicles Value Chain: Who Benefits from The Crime? - Part II
Sep 12, 2024
By François Pommier Suarez
Reading time: 11 mins.
TakeawaysIn a very recent publication, we put forward the idea that in an environment that may seem worrying for the deployment of electric vehicles, not all players or geographies were in the same boat.There are many examples of mining companies involved in lithium that are forced to reduce costs and/or put projects on hold.Faced with weak trends in commodity prices, we see that China’s…
Is Cryptocurrency the Green Gold?
Sep 9, 2024
By Gaia Research Team
Reading time: 5 mins.
Gold has been a cornerstone of wealth preservation and investment for centuries, valued for its rarity, stability, and intrinsic value. However, the rise of cryptocurrencies, particularly Bitcoin, has sparked debates about whether gold’s dominance as a safe-haven asset is under threat among investors as there has been an increased level of investors using cryptocurrencies especially bitcoin…
The Golden Horizon: Demand, Supply, and Future Price Trends
Sep 3, 2024
By Gaia Research Team
Reading time: 8 mins.
As the global economy navigates through uncertainty and fluctuating financial markets, gold remains a pivotal asset for investors, central banks, and industries alike. The ongoing hype around gold has sparked renewed interest in understanding the dynamics of its demand and supply, identifying key buyers, and predicting where its price may head in the future.
Copper Earnings Recap: Winners and Strugglers
Aug 27, 2024
By Gaia Research Team
Reading time: 10 mins.
The recent earnings reports for copper companies with market capitalizations over $100 million reveal a mixed financial and operational landscape. While some companies exceeded expectations, others faced challenges due to cost pressures and operational inefficiencies.
Electric Vehicle Value Chain: UE Confession of Weakness?
Aug 21, 2024
By François Pommier Suarez
Reading time: 12 mins.
Takeaways In a recent note, we highlighted the uncertainties surrounding the adoption of electric vehicles in Western countries.In many publications, we have never doubted the inevitable rise of EVs to replace ICEs; today, the slowdown in growth is only a slowdown and not a question.In June 2024, the EU announced taxes on imports of Chinese electric vehicles which it found to benefit…
Copper M&A Landscape: Junior Companies to Watch
Aug 16, 2024
By Gaia Research Team
Reading time: 10 mins.
The copper industry has experienced transformations, particularly through mergers and acquisitions (M&A). These activities are reshaping the competitive landscape, and creating investment opportunities. This article delves into the current copper market, and recent M&A trends, and offers insights into which companies are positioned as attractive investment targets.