Dear Reader,

A ‘transition-fueled supercycle’.

That’s what energy research firm Wood Mackenzie believes could start in 2024.

Supercycles happen when supply can’t catch up to rising demand in commodities. This can trigger long periods of high prices.

Lithium was a recent example, when exponential demand from EVs caused a 400% price surge.

The next supercycle could happen to another critical metal.

Thanks to the green energy transition, demand for this metal is currently rising. Yet supply is nowhere near enough.

In fact, Wood Mackenzie reckons we’ll need to triple stockpiles by 2030 just to meet demand.

It’s a potentially huge opportunity…

But how do you position yourself for it?

I’ll show you a way here.

Cheers,

James Cooper,
Editor, Diggers and Drillers