❗️🌎#metals #shortage #cars
automakers actively invest in mining projects (lithium, copper, manganese and etc.) amid expectations of metal shortages

#GM

🌎#platinum #shortage #forecast
global deficit of platinum in 2023 will be deeper than previously expected due to strong industrial demand — World Platinum Investment Council (WPIC)

#marketsize

⚠️🛢🇪🇺#gas #lng #shortage #europe
Germany needs 86B cubic meters LNG per year, while contracts provide only 75B cubic meters. So, Germany is short of 11 billion cubic meters. — Bild

🛢🇪🇺#gas #markets #europe
gas in Europe = $415

gas prices in Europe have fallen to the level of July 2021 due to the consistently high supply of LNG from US, warm weather, and strong winds increasing wind power generation #wind
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The IEA predicts a global gas market deficit will persist in 2023 #shortage

🌎#metals #world #shortage
121 Mining Investment: a low level of capex in mining runs the risk of causing a deficit in copper, lithium, aluminum, and other metals necessary for the energy transition
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early: automakers are actively investing in mining projects due to the anticipated metal shortages

⚠️🇺🇸#realestate #us #macro
the number of single-family and condos units available for sale in the US

there is still a shortage of residential real estate in the US #shortage

housing supply is plunging in some parts of the the US and surging in others — BI

⚠️🇺🇸#realestate #us #shortage #macro
Bridgewater: new construction is barely keeping pace with new household formation = housing shortage in the U.S. market

❗️🌎#copper #shortage #forecast
Bernstain: starting in 2027, the copper deficit will only increase without the introduction of new capacities

🌎#ironore #shortage
China can't control the price of iron ore. The market is currently in deficit and supply is not expected to increase — Vale CEO

#VALE #BHP

🌎#copper #sentiment #renewable
Copper could skyrocket over 75% to record highs by 2025 - driven by mining supply disruptions and higher demand for the metal, fueled by the push for renewable energy

#shortage Goldman: copper deficit of over half a million tons in 2024

Bernstain: starting in 2027, the copper deficit will only increase.

Wood Mackenzie: decarbonization demands a lot of copper
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earlier: there isn’t enough copper in the world — and the shortage could last till 2030

earlier: copper production in Chile (million tons) = 18-year low

BNEF Metals Research: Chile and Peru are significantly boosting their investments in copper production

*Chile, Peru, and the Democratic Republic of the Congo account for 46% of global copper production

🌎#metals #forecast #marketsize
a total of $10T worth of metals will be needed to achieve net-zero emissions by 2050 = еhe strongest growth is expected in copper, nickel, and lithium.

#shortage #capex the supply of metals is limited, in part due to underinvestment in mining.