In light of the recent geopolitical events, we give an update on the uranium investment case.

Published: 28th of March, 2022

In light of some important recent happenings, we want to revisit our theory on why it is a good time to enter the uranium trade.

Published: 3rd of February, 2022

We publish a monthly high-level chart analysis of gold, silver and the GDXJ, an ETF on precious metals junior mining companies. 
The analysis is done by PreciousChartist, an experienced trader and friend.

Published: 6th of December, 2021

Batteries hold the key to transitioning away from fossil fuel dependence. Already now electric vehicles, the largest consumers of batteries, have become commercially viable from both a cost and performance perspective. Driven by this development, the next step, and what will define the next decade, is utility-scale battery storage.

The power sector offers growing opportunities for the use of battery storage systems to support the integration of variable renewables such as wind and solar PV into electricity systems. Coupled with the growing share of renewables in the global power generation mix, the IEA estimates that the global installation of utility-scale battery storage could increase 25-fold between 2020 and 2040.

Read more about the potential of battery storage systems in meeting the growing demand for energy system flexibility and in bolstering the demand for battery metals.

Published: 30th of November, 2021

Over the past two weeks we closely followed the climate talks at the 26th UN Climate Change Conference of the Parties (COP26) hosted by the UK in Glasgow. In a final push to secure the unanimous consent of all 197 countries that signed the Paris climate accord, the conference went into overtime on Saturday.

It was expected before the event that new pledges for COP26 would fall short of the target of halving global emissions this decade on a path to limiting global warming to well below 2°C by 2050. However, the conference was critical for the parties to finalise the rules for implementing the 2015 Paris climate accord.

The final agreement that was reached by diplomats on Saturday aimed at intensifying global efforts to fight climate change by calling on governments to return next year with stronger emissions-reduction targets and promises to double the money available to help developing countries cope with the effects of global warming. Moreover, the topic of coal and fossil fuels consumption reduction has for the first time ever been included in a final COP decision. The agreement asks countries to phase down coal consumption and set an end to fossil fuel subsidies.

Read about the Glasgow Climate Pact and what to expect next in our latest blog article.

Published: 18th of November, 2021

The decarbonisation of the global energy mix coupled with the rising share of electricity in final consumption makes a central contribution to achieving net-zero emissions by 2050. Thereby, batteries stand out as an important technology because they enable the use of energy that can be readily generated from renewable sources and produce no emissions at the point of use.

Historically, the battery market was dominated by consumer electronics, guiding innovation in technology design and configurations. In 2017, however, EVs became the largest consumers of batteries. Looking ahead to 2040, widespread EV adoption leads to a 40-fold increase in battery demand to 6.2 TWh in the IEA’s Sustainable Development Scenario (SDS).

Read about the innovation in battery technology and the projection of battery metal demand over the next 20 years in our latest blog article.

Published: 9th of November, 2021

We publish a monthly high-level chart analysis of gold, silver and the GDXJ, an ETF on precious metals junior mining companies. 
The analysis is done by PreciousChartist, an experienced trader and friend.

Published: 4th of November, 2021

Given present trends, passenger and freight activity will more than double by 2050, according to the IEA. This trend carries with it greater energy demand and increased CO2 emissions. Rail is the only transportation mode in the EU that between 1990-2017 has consistently reduced its emissions and energy consumption, while increasingly using renewable energy sources.

Rail is already highly electrified and therefore a key to decarbonising the transport sector as it is uniquely positioned to take advantage of the rise of renewables in the electricity mix. The IEA says that the “aggressive, strategic deployment” of rail would see CO2 emissions from global transport peak in the late 2030s.

Read about how increased investments in rail infrastructure and a shift away from more CO2-intensive modes, such as private cars, trucks and aircraft, may drive the deployment of more mineral-intensive clean energy technologies.

Published: 2nd of November, 2021

Starting this Sunday, 31 October 2021, up to 30,000 heads of state, diplomats and activists are expected to meet in person at the 26th UN Climate Change Conference of the Parties (COP26) hosted by the UK in Glasgow.
Although it is expected that the new pledges for COP26 fall short of the emission reduction target, it is critical for the parties to come up with mechanisms and ways forward on how to close that gap further between now and 2025. While total mineral demand is already set to double by 2040 under consideration of today’s climate policies, demand from clean energy technologies will have to quadruple in that time for the climate goals of the Paris Agreement to be attainable.
Read more about what to expect from the upcoming UN Climate Conference in our new blog article.

Published: 28th of October, 2021

Conventional airplanes emit about 214g of GHGs per passenger kilometre.
In the future, both fully electric and hydrogen powered aircraft are imaginable, while more near-term solutions will have to rely on the use of alternative fuels or hybrid drive. Importantly, all ways of delivering net-zero aviation will require increased production and new distribution systems of low carbon electricity (and green hydrogen) to become a reality.
Read about the different transition pathways in aviation and their significance for battery and base metals in our new blog article.

Published: 26th of October, 2021

A large container ship can emit the CO2 equivalent of 75,000 cars, while the sector as a whole is responsible for 3% of annual global GHG emissions. To reduce emissions in one of the hardest-to-electrify sectors, a shift to renewable fuels or alternative means of propulsion is necessary.
Read about how an increase in the capacity of electrolysers by 2050 is set to increase the mineral demand for nickel or platinum group metals.

Published: 19th of October, 2021

Read our newest article to learn how the electrification of the heating and cooling sector could help to raise the share of electricity in total global energy consumption from 20% in 2018 to 49% by 2050 and consequently double the demand of copper and aluminium for the expansion of electricity grids by 2040.

Published: 12th of October, 2021

torck capital management + Energy Revolution = Exponential Return Opportunity

Check out why we believe hand-picked investments in the mining sector can  deliver exponential returns from the Energy Revolution.

Published: 8th of October, 2021

We publish a monthly high-level chart analysis of gold, silver and the GDXJ, an ETF on precious metals junior mining companies. 
The analysis is done by PreciousChartist, an experienced trader and friend.

Published: 4th of October, 2021

Read our newest article to learn more about how the electrification of the transport sector is set to drive a quadrupling of total mineral demand from clean energy technologies by 2040

Published: 30th of September, 2021

The uranium market has woken up. In this article, we give some background information and explain why we believe this bull market has just begun.

Published: 21st of September, 2021

With our article on “The ‘Energy Revolution’ as a Demand Driver for Minerals” we round off the introduction of our blog article series on Energy Revolution to give you an overview of the investment case of our new fund.

Published: 16th of September, 2021

This is our second in a series of blog articles to show why now is the time for governments to call for an “Energy Revolution” and take serious action in the fight against climate change.

Published: 7th of September, 2021

We publish a monthly high-level chart analysis of gold, silver and the GDXJ, an ETF on precious metals junior mining companies. 
The analysis is done by PreciousChartist, an experienced trader and friend.

Published: 6th of September, 2021

This is our first in a series of blog articles to show why now is the time for governments to call for an “Energy Revolution” and take serious action in the fight against climate change.

Published: 31st of August, 2021

We publish a monthly high-level chart analysis of gold, silver and the GDXJ, an ETF on precious metals junior mining companies. 
The analysis is done by PreciousChartist, an experienced trader and friend.

Published: 12th of August, 2021

We publish a monthly high-level chart analysis of gold, silver and the GDXJ, an ETF on precious metals junior mining companies. 
The analysis is done by PreciousChartist, an experienced trader and friend.

Published: 6th of July, 2021

We expect major upheavals in the financial markets over the next few years. In this article we explain our cyclical framework for these challenging times and why you should invest in commodities now.

Published: 16th of June, 2021

Why are we doing this?

On the eve of a new super-cycle

In this article Mathias and Simon explain their move from crypto to the commodity business and give an outlook of what to expect for precious and base metals.

Published: 24th of May, 2021

Simon had the pleasure to talk to Pascal Hügli, Head of Research at Schlossberg & Co, about the macro-economic situation and the potential of precious metals.
(in German)

Aired: 06th of April, 2021

In this episode of Resource Insider, Jamie Keech sits down with Mathias Maurer and Simon Tobler, owners of torck capital management.

Mathias and Simon left the crypto space in 2020 and have shifted their focus to natural resources, specifically mining. In the first half of the conversation, they dive into crypto, NFTs, and where they see these alternative markets going in the next few years. The back half of the conversation is full of chat about why they made the switch to mining, why now, and how investors can best allocate their capital into todays markets.

Aired: 05th of April, 2021