Aterian plc

As the year draws to a close, we want to take a moment to express our gratitude and appreciation. Whether you’re celebrating with loved ones, reflecting on the past year, or gearing up for what’s to come, we wish you peace, joy, and success in the season ahead. Here’s to a prosperous and fulfilling New Year for all! Warm regards, The Aterian plc Team

Beyond renewables: Investing in the global energy transition. The global push to decarbonise will require investment in a wide range of technologies and infrastructure, bringing a diverse array of potential opportunities for investors. Source: Schroders https://lnkd.in/eWzvbVBe

Copper: 4 things to know. EV and grid-related growth will boost long-term demand, but short-term supply-demand mismatches will cause ongoing volatility in both copper price and treatment and refining charges. https://lnkd.in/eAZpBMys

Head of industry giant BHP speaks to FRANCE 24. The mining industry plays a key role in the world’s energy transition, providing the critical minerals and metals needed for new, green technology. It’s also facing pressure to reduce its own carbon footprint, and protect the communities affected by its mining activity around the world. Mike Henry, chief executive officer of BHP, says the world’s largest mining company is on the frontline of those changes, increasing output while focusing on sustainability. “It’s fundamental to the BHP strategy (…) The world needs a lot more of other metals and minerals as well. If we’re to do that in a way that doesn’t have negative consequences for other aspects of environmental stewardship, we have to be setting and upholding high standards.” https://lnkd.in/ePDds4Zp

Copper is the new diamond. #Botswana braces itself for the copper rush. https://lnkd.in/eM3kVqZ5

Copper price: What’s in store for 2025. EV and grid-related growth will boost long-term demand, but short-term supply-demand mismatches will cause ongoing volatility in both copper price and treatment and refining charges. Source: MINING.com https://lnkd.in/dZ7RbDQk

Africa holds a third of the world’s mineral reserves, including critical minerals essential to the green energy transition. Yet, the continent remains underexplored, underdeveloped, and underfunded, receiving just 8–10% of global exploration and investment. Global demand for #minerals like copper, nickel, cobalt, and lithium is expected to generate $16 trillion over the next 25 years, with sub-Saharan Africa potentially capturing $2 trillion. However, to realize this potential, Africa must shift from raw extraction to value-added processing. Developing local processing industries would boost economic diversification, job creation, tax revenues, and technological advancements while reducing dependency on raw-material exports. https://lnkd.in/e9tMBCjk

An optimistic outlook. 2024 was a turbulent year for dealmakers, project developers and investors in critical minerals. New supply outpacing short-term demand growth in immature markets led to declining prices, affecting financing availability and dealmaking activity. However, we see reasons for optimism in the coming year. Recent large-scale M&A activity shows that—while there may be oversupply of certain critical minerals in today's market—long-term demand is growing in line with the expansion of clean energy technologies and the global energy transition. Moreover, we expect to see increasing competition for ownership and control of assets and associated infrastructure as governments around the world increasingly look to inject themselves (and their capital) into securing and investing in critical minerals supply chains. Source: Allens https://lnkd.in/eNu35bXY

AI-focused tech giants are reportedly set to invest over $1 trillion in infrastructure and power grid development, triggering a significant surge in demand for precious metals like copper (HG=F). BHP CFO Vandita Pant joins Asking for a Trend to discuss this transformative phenomenon. "The recognition of critical minerals and their intensity to economic growth is increasing," she tells Yahoo Finance. This trend is "being amplified through [the] energy transition, through AI and data center demand," which is projected to drive a 70% increase in metals like copper demand over the next three decades, Pant explains. https://lnkd.in/e-_uryZv

Industry Minister Sarah Jones confirms a new Critical Minerals Strategy will be published in 2025. “We need critical minerals for everything and we’ll need a lot more if we want a thriving car sector, a world-leading tech ecosystem, and secure renewable energy. This Strategy will support the industries of tomorrow, be explicitly targeted at the UK, evaluate the impacts on people’s lives, deliver for businesses and create new jobs across the country.” The new Critical Minerals Strategy will be vital for delivering the confidence businesses need in the UK’s industrial sectors, by ensuring they have the resilient critical minerals supply chains they need for the next ten years and beyond. Source: The Manufacturer https://lnkd.in/gjaz2wEg