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"Tellurium" 10/20

"Tellurium" 10/20

Research & Resources

"Metals Dependence of the

Third Industrial Revolution" 6/20

"Future Battery Material Requirements" 9/20

"NdFeB Magnets" 11/20

Valent Publications

Valent in the News

"Emissions Clampdown Sends Rhodium Prices on Explosive Rally" WSJ; 11/20

"Hedge Funds Bet on Recovery in 2021" Reuters; 1/21

– Podcast: Getting Dirty to Get Clean – Rare Earth Mining and the Energy Transition 8/20

"The Hedge Fund Making a Fortune Betting on Greener Cars" Bloomberg; 2/20

External Resources

"Bigger Investment in Mining Needed to Meet Climate Goals, Says LGIM" Financial Times; 4/22

"The Raw-Materials Challenge: How the Metals and Mining Sector Will Be at the Core of Enabling the Energy Transition" McKinsey & Company; 1/22

"A Tesla Co-Founder Aims To Build an Entire U.S. Battery Industry" Bloomberg; 9/21

"Solar Energy Can Account for 40% of U.S. Electricity by 2035 -DOE" Reuters; 9/21

"Chile Court Orders BHP's Cerro Colorado Copper Mine to Stop Pumping From Aquifer" Reuters; 8/21

"It’s Not a Competition, But Renewables Are Beating Nuclear Anyway" Bloomberg; 8/21

"‘Mega-drought’ leaves many Andes mountains without snow cover" The Guardian; 8/21

"China Puts Most Powerful Agency in Charge of Climate Policies" Bloomberg; 7/21

"Investors With 4 Trillion Ask Banks to Raise Climate Ambitions" Bloomberg; 7/21

"Private Equity is Ditching Fossil Fuels Over Climate Change Concerns" Bloomberg; 7/21

"Amazon and Other Tech Giants Race to Buy Up Renewable Energy" WSJ; 6/21

"G-7 Stock Markets Imply Catastrophic Global Warming of 3°C" Bloomberg; 6/21

"Texas Renewables Defy GOP Backlash With $20 Billion in Projects" Bloomberg; 6/21

"Copper Boom: How Clean Energy is Driving a Commodities Supercycle" Republic of Mining; 6/21

"Commodity Prices Have Soared, but Miners Aren’t Investing" WSJ; 5/21

"Rio Tinto’s 26-Year Struggle to Develop a Massive Arizona Copper Mine" Reuters; 4/21

"To Cut Emissions to Zero, U.S. Needs to Make Big Changes in Next 10 Years" New York Times; 12/20

"Major Climate Win Scored With Quiet, Diverse Lobbying Campaign" Bloomberg; 1/21

"Solar Pushes Aside Coal as the Cheapest Fuel for Power, IEA Says" Bloomberg; 10/20

"The Coming Age of Disorder Will Favor Commodities" Bloomberg; 9/20

"State Interference Threatens China’s Control of Rare Earth Production" Financial Times; 10/20

"Wind, Solar Are Cheapest Power Source In Most Places, BNEF Says" Bloomberg; 10/20

"China State Grid Points the Way to Carbon Neutral" Energy Intelligence; 10/20

"Sustainable Debt Is Piling Up—and for Good Reason" Bloomberg; 10/20

"Rare Earths and the Balance Problem" Journal of Sustainable Metallurgy; 1/15

"Rio Tinto and AB InBev Partner to Deliver More Sustainable Beer Can" Businesswire; 10/20

"Trafigura Plans $2bn Renewables Push" Financial Times; 9/20

"Sweden Moves Closer to Making Fossil-Fuel-Free Steel" Bloomberg; 8/20

"Copper Price to Remain 'Very Robust' for Foreseeable Future: Trafigura CEO" S&P Global; 9/20

"Minerals for Climate Action - World Bank" World Bank; 2020

"Sustainable Recovery" IEA; 6/20

"Tesla Eyes Buying Nickel From Canada; Low Carbon" Reuters; 9/20

"BP, Microsoft to Collaborate on Net Zero Carbon Goals" AiThority; 9/20

"Freeport-McMoRan Aims to Hit Copper Mark at Six Operating Sites" Mining Technology; 9/20

"Are Electric Vehicles Really Better for the Climate? Yes" Union of Concerned Scientists; 2/20

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