Section
Metals
58 posts
The Bill You Didn't Know You Were Running
AI's Energy Footprint Is Larger, Dirtier, and Less Transparent Than Anyone Is Telling You
JH Explorer in the Andes: Take my breath away – Inside the Vicuña district, a future engine of global copper supply
During a recent site visit high in the Andes Mountains, Portfolio Manager Tal Lomnitzer discovers one of the world’s most compelling emerging copper districts. What stood out was not only the sheer scale of the Vicuña opportunity, but its potential role in supporting the global shift toward electrification and energy security.
GS: When Trillions Rotate Into Billions
Commodities are off to a volatile start in 2026. But Goldman Sachs’ Daan Struyven argues1 the move isn’t…
Energy Is Destiny: War, China, Gold, Canada & the 60/40 Era
Listen on The Move If energy is destiny and stockpiles signal intent, then this episode may completely…
Metals Everywhere, All at Once
Jeff Currie, long-time commodity trader, and partner at Carlyle, on Hoarding, De-Dollarization, and Why the Commodity Supercycle Still Has Years to Run
The Case for Core International Equity Exposure
Michael Greenberg, Head of Americas Portfolio Management at Franklin Templeton explains why international equities are no longer a tactical side bet, but a structural core allocation—and how disciplined portfolio construction is becoming the real source of durability
Energy, Copper, and Gold ETFs and a World Running Out of Slack
Listen on The Move When commodities stop behaving like trades and start behaving like truth detectors, portfolios—and…
These Mining Stocks Have Rallied the Most from High Gold Prices
by Frank Holmes, CEO, CIO, U.S. Global Investors As someone who’s been involved in capital markets his entire…
Another U.S.-China Flare-Up
by Vaibhav Tandon, Senior Economist, Northern Trust Negotiations are off to a combative start. In high-stakes negotiations, there…
Why security could be a durable investment theme
by Kent Chan, Equity Investment Director, & Noriko Chen, Equity Portfolio Manager, Capital Group Against a backdrop of…
What Will 2025 Really Be Remembered For?
Louis-Vincent Gave’s Big-Picture View, Simplified
This $8B Metal Stock Is Crushing the S&P 500 — And It’s Just Getting Started
by SIACharts.com Carpenter Technology Corp. (CRS) is a global leader in high-performance specialty alloy materials and process solutions…
Uranium’s Imminent Ascent: A Crisis-Fueled Commodity Awakens
“A Means of Survival” “Try to imagine a world without water for a week,” urges Nick Lawson, CEO…
Rare Earth Restrictions
by Vaibhav Tandon, Senior Economist, Northern Trust China has a leverage over the United States in the market…
Doomberg: Trump, Energy Policy & Geopolitical Chaos
Listen on The Move In this episode, Richard and Pierre are joined by the brilliant and…
The Nuclear Renaissance: Splitting Atoms, Not Hairs
The global energy landscape is at a crossroads, where soaring demand intersects with the relentless push for decarbonization.