The nuclear energy portfolio covered as part of the investing group, has seen exceptional performance this year, backed by big tech and strong policy support. Subscribe to the group today, to get regular updates on portfolio stocks, developments in nuclear energy, rare stock coverage and rankings of ETFs based on proprietary methodology.A key use of rare earths is in EVs, which are critical for a cleaner, healthier future. There are other segments that can drive us towards the goal of net-zero too, however. ...

封面新闻记者 伍雪梅 摄影报道 11月12日下午，2025世界动力电池大会特色活动之三江新区2025产业投资推介会在四川宜宾三江新区举办。此次推介会以"链聚产业生态 绿动澎湃三 江"为主题，共签约项目84个，总投资额达247.38亿元，涵盖新能源、新材料等多个领域。 宜宾三江新区2025产业投资推介会举行。 活动邀请了包括浙江软控智能科技股份有限公司、时代长安动力电池有限公司、宁德时代新能源科技股份有限公司在内的100家知名企业及18家基金机构 参与。会上，三江新区发布了基金矩阵机会清单，围绕存量与增量基金群统筹布局，拟构建总规模超265.5亿元的投资发展基金矩阵。同时，推出国有企 业场景机会清单，共释放47个优质合作项目，总投资额超120亿元，并提供96万平方米成熟产业承接空间，为各类经营主体提供广阔发展平台。 宜宾三江新区发布基金矩阵机会清单。 作为宜宾发展的"动力之芯与核心引擎"，三江新区抢抓成渝地区双城经济圈、共建"一带一路"、科技革命、产业变革等重大机遇，在全国城市新区潜力50 强评比中跃升至第15位；核心区临港经开区在全国230家国家级经开区综评中排名26位，连续两年保持西部第一。 航拍三江新区城 ...

Core Insights - The global green economy is experiencing a significant moment, with $2 trillion dedicated to low-carbon spending in the previous year, indicating strong investor interest despite political challenges in the US [3][5][16] - Clean energy stocks have outperformed traditional stock indexes, with the S&P clean energy index rising approximately 50% this year compared to less than 20% for the MSCI World Index [4][14] - The demand for energy, particularly from AI data centers, is driving growth in clean technologies, although concerns about a potential bubble in AI-related investments persist [2][6][8] Industry Trends - The rise of China's green economy and its clean-tech exports to developing nations is a significant factor in the current green investment landscape [3] - Analysts at Jefferies have labeled this period as the "glory days" for green investors, attributing much of the growth to the energy demands of AI [4] - The clean-tech sector is still recovering from previous underperformance, with many stocks still below their highs from 2020 and 2021 [14][18] Company Highlights - Bloom Energy Corp. has emerged as the best-performing company in the S&P Global Clean Energy Transition Index, with a stock increase of nearly 500% this year [9] - The company plans to double its manufacturing capacity by the end of 2026 to meet the growing demand for its solid-oxide fuel cell systems, which are increasingly used in AI data centers [10][11] - Despite its success, some analysts question Bloom Energy's valuation, suggesting that its fundamentals may not justify the recent share price gains [12][18] Investment Sentiment - Investors are optimistic about the potential for low-carbon energy sources to meet the growing energy demands of AI, with Brookfield Asset Management raising $20 billion for clean-energy transition investments [15] - However, caution is advised as some clean-tech stocks may be overvalued due to speculative trading linked to AI [8][19] - The economic benefits of clean energy are becoming a more significant driver for investment, transcending political ideologies [16][17]

Core Viewpoint - Analysts maintain a bullish outlook on silver's long-term prospects despite recent price corrections, driven by strong fundamentals and increased retail investment due to silver's lower price compared to gold [1][6]. Supply and Demand Dynamics - The silver market is experiencing a significant supply deficit for the fifth consecutive year, with demand consistently outpacing supply since 2021, primarily due to underinvestment in mining and declining ore grades [3][8]. - Industrial demand for silver is robust, driven by sectors such as AI, electronics, and the green economy, with projections indicating continued strong demand despite potential reductions in silver usage by some manufacturers [4][8]. Investment Trends - Expectations of future Federal Reserve interest rate cuts make non-yielding assets like silver more attractive compared to fixed-income investments, contributing to increased investment in silver alongside gold [2]. - The gold-silver ratio remains high historically, suggesting that silver is undervalued relative to gold, which could lead to a catch-up effect during precious metals rallies [8]. Technical Analysis - The December silver futures contract reached an all-time high of $53.765 per ounce, with a notable rally of 89% from its April 2025 low, although profit-taking has occurred at these highs [10]. - Seasonal patterns indicate that silver has historically performed well in the fourth quarter, with correlations to previous years suggesting potential for significant upward movement [12][13]. Market Opportunities - Traders and investors can access various assets to participate in the silver market, including silver futures contracts, options, physical silver bullion, and silver ETFs like the iShares Silver Trust [15]. - The ongoing structural supply deficit, combined with strong industrial demand and potential market speculation for a "silver squeeze," supports the case for higher silver prices [8][16].

A dramatic rebound in clean-tech stocks has investors in the green economy hoping they can finally turn the page on years of punishing underperformance https://t.co/Sd3wuuQoXc ...

RT Bloomberg Live (@BloombergLive)The US retreat on climate and hard pivot to tariffs and trade policies is transforming risk and opportunity in the global climate economy. How must we navigate this new green economy?#BloombergGreen heads to Brazil for #COP30 November 4th.🌎https://t.co/5iD7g2J8hu https://t.co/jLLZIkoIYw ...

When I last wrote about the tobacco stock Philip Morris International Inc. (NYSE: PM ) in July, it was clear that the stock was a long-term Buy, even as a short-term pullback was on theManika is a macroeconomist with over 20 years of experience in industries including investment management, stock broking, investment banking. She also runs the profile Long Term Tips [LTT], which focuses on the generational opportunity in the green economy. Her investing group, Green Growth Giants , takes the theme a step fur ...

When I last wrote about the tobacco stock Philip Morris International Inc. (NYSE: PM ) in July, it was clear that the stock was a long-term Buy, even as a short-term pullback was on theManika is a macroeconomist with over 20 years of experience in industries including investment management, stock broking, investment banking. She also runs the profile Long Term Tips [LTT], which focuses on the generational opportunity in the green economy. Her investing group, Green Growth Giants , takes the theme a step fur ...

Core Viewpoint - Northern Graphite Corporation has successfully completed a non-brokered private placement financing, raising C$1,442,600 through the issuance of 13,114,546 common shares at C$0.11 per share, with The BMI Group as the lead investor [1][2][3]. Financing Details - The net proceeds from the private placement will be allocated to initiate a feasibility study for the planned Battery Anode Material (BAM) facility in Baie-Comeau, Québec, expected to be completed within the next 12 months, as well as for working capital and corporate expenses [2][9]. - A finder's fee of C$29,260 was paid to Haywood Securities Inc., representing 7% of the shares sold to investors introduced by the finder [5]. Strategic Importance - The involvement of The BMI Group is seen as a strong endorsement of Northern Graphite's assets and strategy, particularly as demand for graphite is projected to surge due to increasing government focus on secure domestic supply chains for critical minerals [3][9]. - The Baie-Comeau project aims to address a critical gap in North America's energy transition supply chain by providing domestic processing capacity for turning Canadian graphite into battery-grade anode material [4][10]. Project Overview - The Baie-Comeau facility will process graphite concentrates from Northern's Lac des Iles mine, the only producing graphite mine in North America, as well as from the Bissett Creek project in Ontario and the Okanjande mine in Namibia [3][11]. - The project is strategically located on a deepwater port, facilitating access to global markets and supporting Québec and Canada's critical minerals strategy while creating new jobs and economic growth in the region [3][11]. Company Background - Northern Graphite is the only flake graphite producing company in North America, focused on becoming a leader in producing natural graphite and upgrading it into high-value products essential for the green economy, including anode material for lithium-ion batteries [10][11]. - The company’s assets include the Lac des Iles mine, the Bissett Creek project, and the Okanjande mine, all of which are positioned to meet the growing demand from industrial customers and North American battery manufacturers [11].

Core Viewpoint - Imperial Brands PLC continues to outperform its peers in the stock market, maintaining a strong performance over the past year [1]. Company Analysis - The last assessment of Imperial Brands PLC indicated that its stock performance was superior to that of its competitors, a trend that has persisted [1]. - The company is associated with a macroeconomist who has over 20 years of experience in investment management and related fields, suggesting a strong analytical backing for its market position [1]. Industry Context - The article references a broader investment theme focused on the green economy, indicating potential future opportunities in this segment, although it does not directly relate to Imperial Brands [1].