The rapid emergence of the world’s renewable energy sector is helping set the stage for a commodity boom.

While oil has traditionally been the most interesting commodity to investors in the past, the green energy sector is reliant on the unique electrical and physical properties of many different metals to work optimally.

To build more renewable capacity and to store that energy efficiently, we will need to increase the available supply for these specific raw materials, or face higher costs for each material.

METAL BULL CASES

Ahead of Cambridge House’s annual Vancouver Resource Investment Conference on January 20-21, 2019, we thought it would be prudent to highlight the “bull case” for relevant metals as we start the year.

It’s important to recognize that the commodity market is often cyclical and dependent on a multitude of factors, and that the above cases are not meant to be predictive in any sense.

In other words, the facts and arguments above sum up what we think investors may see as the most compelling stories for these metals – but what actually happens in the market, especially in the short-term, may be different.

OVERARCHING TRENDS

While we highlight 12 minerals ranging from copper to lithium, most of the raw materials in the infographic fit into four overarching, big-picture stories that will drive the future of green energy:

(Click on image to enlarge)