A story which sounds too good to be true usually is :-). Checking this story through CRM4EV.

Great benchmarks from climate-related disclosure.

3 challenges for sustainable mining: * innovation (which will help much on the environmental and economic challenges) * deep community engagement * breaking down sector silos Interestingly, two of the three challenges in this listing are social.

16 recent trend reports on climate and sustainability

Another of the many specialised niche markets for copper.

Another application of our versatile material.

"Chinese commodity prices collapsed on the first day of trading after the Lunar New Year break as investors returned to markets gripped by fear over the impact the coronavirus will have on demand in the world's biggest consumer of raw materials. The country's three major commodity exchanges were hit by a fevered bout of selling as they reopened with Chinese traders getting their first opportunity to catch up with losses inflicted on overseas markets while they had been on holiday."

Time will tell and media does overhype. What I found noteworthy that these stories were linked to Dr Copper, which rarely happens. Agreed that we do not need to stir the hive, but I alerted Joe that he may receive lots of interest for the January edition of his index.

"The global market for conductive inks is estimated at >$2.5 billion in annual revenues and will continue to grow as applications proliferate in sensors, wearables, smart packaging, flexible electronics, OLEDs, thin-film transistors, photovoltaics, smart textiles, automotive and more."

"We have to think again about transportation. We cannot just continue down a dead end (cul de sac) just because it's convenient and avoids disruption"

According to this (marketing) conference, we will all be flying around in personal drones by 2025. Let's wait and see :-). One thing is sure: lots of change in the transport sector.

This paper (open-access) looks at the future needs for 14 metals, including copper, in the context of the energy transition. Coming from a credible source, the paper presents a balanced and reasonably complete perspective adding a new geopolitical element. For the latter, the Herfindahl-Hirschman index, well known from competition policy, is introduced, and 14 metals are compared to the geopolitics of oil. Interesting as well is the discussion what mineral revenues mean for producer countries.

The market for PV is booming, but prices for PV-generated power are decreasing, leading to increasing cost pressures.

See also our webinar on this report, in partnership with IEA-PVPS: https://www.youtube.com/watch?v=Ph9AW2PEgBg

AI is certainly a disruptive technology, but opinions differ how far it can go. Certainly in rule-based environments (chess, Go), AI seems unbeatable. Some however go as far as to claim that computers will be able to do anything that humans can do, replacing doctors and artists, to name a few.

Storyline of the disruption that might happen over the coming decade if TaaS (Transport as a Service) becomes a reality. Implications for the oil & gas industry (stranded assets), cities (lots of free space), construction (a boom), grids (no peakers, no market for ancillary services), and of course for the automotive sector.