The Role of Critical Minerals in Clean Energy Transitions (IEA March 2021)

Force Majeure

‘Force majeure’ has been recently raised as a consequence of disruptions to trade resulting from travel and other restrictions declared, attempting to constrain the spread of Coronavirus, and is likely to be invoked more in coming months:  A number of important...

EV revolution could stall due to mineral shortages

EV revolution could stall due to mineral shortages

Matau believes that current time constraints for the discovery, evaluation, permitting, construction, commissioning and delivery of new mine supply of critical commodities for batteries, currently of the order of 6-10 years, will constrain supply growth of EVs to below 10% p.a. (compared to forecasts of +20% p.a. for the next 10 years). This article from Petroleum Economist highlights this issue with regard to just the UK!

What Is GDP in China?

Below is a recent article by Michael Pettis (economics professor) of Peking University Beijing.   His articles are usually insightful. Matau Advisory has recently been asked what GDP is actually made up of.    The article below, by Michael Pettis, succinctly describes...

China Couldn’t Dominate Asia if It Wanted to.

We have seen a number of Asian countries stand up to major powers, and state, at various levels, that ‘this is our country, and we will do these things our way’. In order to successfully engage with these countries we need to recognise them and their identity, relationships and aspirations, something that at least one of the major powers is not doing today.

It is an interesting read, with insights we will do well to reflect upon, and to keep our eyes and minds open.

Commentary: China’s trade data weak? Not if you look at commodities

Anybody reading the commentary on China’s December trade figures would be left with the impression of an economy increasingly losing momentum amid a dispute with the United States. The trade data was grist to the mill for those taking the view that China’s economy is struggling, that the United States is “winning” the trade dispute, and that Beijing will be forced to compromise on Trump’s terms.

This may well turn out to be the case, but there are also trade numbers that paint an entirely different view of the Chinese economy, namely the volume of commodity imports.