Nickel and copper will also benefit from decarbonisation, but this is likely to be longer-dated given the amount of nickel and copper that is consumed by other demand sources currently.Įnergy equities could see an ‘explosive performance’ in 2022, Luke Smith says. We like green metals, and see a multi-year opportunity to generate significant returns in this space.įrom our perspective, the main commodities of interest in the decarbonisation thematic are lithium, graphite and rare earths (NdPr in particular). The opportunities within decarbonisation from a natural resources perspective are simply overwhelming.
Is there a green metals bubble or is the hype justified? Which stocks do you like in the space? Luke Smith is co-portfolio manager of Ausbil’s Global Resources Fund.
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