The World is currently entering a paradigm shift, the 20th Century was built upon the development of petroleum products and petro chemicals. The 21st Century is all about electrification of the global economy. Down to climate change the World is having to adapt and change the way it is powered. New renewable energy sources, the evolution of the electric car, the commercialisation of space, the increase in global population are leading to an unprecedented demand for certain commodities.
Over the next decade and beyond we expect to see a big uptick in the demand for metals connected to renewable technologies and electric vehicles in particular. Following on for this we expect to see significant demand for materials connected to the commericalisation of Space.
Ultimately, the commercialisation of space is an inevitable and exciting prospect. Companies hoping to capitalise on the fledgling market are also helping governments drive forward the development of new space technologies and gathering data on space and the Earth to drive both forward. These Companies will have a significant demand for materials that can withstand the realities of space.
Our approach is identifying niche areas, such as critical metals, sometimes known as technology metals (which will be required for many countries economic development, due to their absolute need for use in technology, renewable energy, electric vehicles, infrastructure and space technologies).
Over 69 metals have been deemed “Critical” to economic development by Governments around the world. We seek to provide investment coverage across these metals by developing a diversified investment portfolio enabling a risk-balanced approach.