Mining, metals, materials and energy commentary: Available direct by email. Or accessed from FactSet. Posted to LinkedIn

The Platinum Group Metals :catalysts for a cleaner planet

USIL SCOT mining content PGMs (Jan 19th xxi)


December 14th 2020 : Graphite , Graphene and the Dyson Swarm

USIL SCOT mining content note graphite (Dec 14th xx)

October 7th 2020 : Precious Metal Royalties – Follow the Yellow Brick Road

USIL content Precious Metals Royalties (Oct 7th xx)

September 2nd 2020 : The New Energy, newer batteries 

USIL content The New Energy, newer batteries. mining note 3 (Sept xx)

June 26th 2020  Mining sector Group note – Oaktree Capital letter. Two early stage microcap gold explorers : BTU Metals, Goldseek Resources. 

USIL Content Mining Group note 2 (June 26th xx)

June 11th 2020 : Upstream Energy  : Demand and debt challenges

USIL Content Upstream Energy group note 1 (June 11th xx)

May 1st 2020 : Mining Group Note : Kirkland Lake, Sibanye Stillwater, Cameco.     The Scottish Mortgage Trust Top 10.

USIL Content Mining Group note 1 (May 1st xx)