Partner Insight: The energy transition: These new commodities are key

Changing demand patterns for metals and minerals offers investors new opportunities in the energy transition

Sarka Halas
clock • 1 min read
Partner Insight: The energy transition: These new commodities are key

Register below for our live video podcast on Thursday February 8, at 1pm GMT to explore the opportunity in metals and minerals, the importance of transition fuels and how these decarbonisation themes could potentially all seek to fit into investors' portfolios.

Metals and minerals are an interesting proposition for investors because demand patterns for mainstream materials like steel and copper will need to reduce, and more uncommon, but equally critical metals are likely to see rising demand.  

Over the next two decades expected demand for copper and rare earth minerals could rise by 40%, demand for nickel and cobalt could gain by 60-70% and demand for lithium could rise almost 90%, according to the International Energy Agency. 

In addition to metals and minerals, transition fuels such as natural gas and ethanol could potentially be key to ensuring a smoother journey to net zero.  

 

More on Investment

Partner Content: Join us today: Unlocking portfolio potential

Partner Content: Join us today: Unlocking portfolio potential

Join us for our Podcast Live! discussion with LGIM as we unpick new investment opportunities in the overlooked asset classes powering the energy transition.

Sarka Halas
clock 07 February 2024 • 1 min read
'The recession that did not happen': How investors should be positioned for 2024

'The recession that did not happen': How investors should be positioned for 2024

Wellington co-head of investment strategy

Natasha Brook-Walters
clock 06 February 2024 • 4 min read
Investment Company of the Year Awards Winners Interview - Allianz Technology Trust PLC

Investment Company of the Year Awards Winners Interview - Allianz Technology Trust PLC

clock 05 February 2024 • 3 min read
Trustpilot