Base Metals: A Decade of Shortages Ahead
The article below is an excerpt from our Q4 2022 commentary.

“The Decade of Shortages” was the unofficial theme for our investor day, held on November 3rd, 2022. Our audience heard presentations from five guest speakers and the two eponymous partners, outlining fundamental trends in various commodity markets that confirm our thesis. We discussed how we believe the shortages in the first two years of this decade were destined to be repeated multiple times in different commodity markets as we progressed through the remaining years. ESG pressures have forced significant redirection of capital spending away from extraction industries to renewable projects, shifts in global power from unipolar to multipolar, war, supply-chain breakdowns, changing weather patterns, and under-appreciated shifts taking place in the geology or extractive industries — all were discussed as well their supply impacts on various commodities.

What was not discussed at our conference is a great shortage we believe is in the making.

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In de Nederlandse media en ook de analisten van de "Groot Effectenkredietinstellingen horen wij niet over de "Grondstoffen beleggingsmogelijkheden".

WAAROM NIET!?. Percentages van meer dan 100% in korte tijd!!