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No Energy Transition without Green Metals

11 October 2023

Read Time 1 MIN

We believe the energy transition can only happen with green metals and minerals. Therefore, availability and security of supply are critical.

The energy transition offers potentially exciting and unprecedented investment opportunities that may be historic in terms of both the impact on the global economy and potential returns. However, we firmly believe that there will be no successful energy transition without successful development of green metals and minerals. Investments across several green commodities and those companies engaged in exploring, developing, producing, processing and recycling them, are a necessity and could be compelling. In this white paper, we explore the investment opportunity in green metals.

We believe the “energy trilemma” that the world is facing - that is, delivering secure, clean and affordable energy – can only be successfully addressed by effectively developing secure, clean and affordable green metals and minerals. Some of the most prominent among the metals and minerals we group as green are cobalt, copper, graphite, lithium, nickel, manganese and the rare earth elements.

Topics in this white paper include:

  • Clean energy technologies are dependent on the use of green metals and their concentration in those technologies is highly intensive.
  • Supply of these minerals and metals will struggle to keep up with burgeoning demand associated with the inevitable energy transition.
  • Security of supply concerns are driving major geopolitical concerns.

IMPORTANT DEFINITIONS & DISCLOSURES  

This material may only be used outside of the United States.

This is not an offer to buy or sell, or a recommendation of any offer to buy or sell any of the securities mentioned herein. Fund holdings will vary. For a complete list of holdings in VanEck Mutual Funds and VanEck ETFs, please visit our website at www.vaneck.com.

The information presented does not involve the rendering of personalized investment, financial, legal, or tax advice. Certain statements contained herein may constitute projections, forecasts and other forward looking statements, which do not reflect actual results. Information provided by third-party sources are believed to be reliable and have not been independently verified for accuracy or completeness and cannot be guaranteed. Any opinions, projections, forecasts, and forward-looking statements presented herein are valid as of the date of this communication and are subject to change without notice. The information herein represents the opinion of the author(s), but not necessarily those of VanEck.

The views contained herein are not to be taken as advice or a recommendation to buy or sell any investment in any jurisdiction, nor is it a commitment from Van Eck Associates Corporation or its subsidiaries to participate in any transactions in any companies mentioned herein. This content is published in the United States. Investors are subject to securities and tax regulations within their applicable jurisdictions that are not addressed herein.

All investing is subject to risk, including the possible loss of the money you invest. As with any investment strategy, there is no guarantee that investment objectives will be met and investors may lose money. Diversification does not ensure a profit or protect against a loss in a declining market. Past performance is no guarantee of future results.