The Real Asset Handbook

Real Asset Research for Real Returns

ZambiaZambia
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Zambia’s Copper Renaissance

Zambia’s Copper Renaissance

Navigating Opportunities and Challenges in Africa’s Most Promising Copper Jurisdiction

Qtr LettersQtr Letters
3rd Quarter 2024 Letter to Investors

3rd Quarter 2024 Letter to Investors

PolRiskPolRisk
Another Election, Another Non-Revolution

Another Election, Another Non-Revolution

What Real Asset Investors Should (Not) Be Worried About

Qtr LettersQtr Letters
2nd Quarter 2024 Letter to Investors

2nd Quarter 2024 Letter to Investors

Maintaining 1st Quarter Momentum

ChinaChina
+2+2
The Rise of China's Solar Industry: A Tale of Strategic Mastery

The Rise of China's Solar Industry: A Tale of Strategic Mastery

ChinaChina
+1+1
How To Lose Money Smelting Copper

How To Lose Money Smelting Copper

GoldGold
+2+2
1st Quarter 2024 Letter to Investors

1st Quarter 2024 Letter to Investors

A Solid Start to the Year

Will Thomson
Will Thomson
UtilitiesUtilities
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In Conversation with Massif Capital - NA Utilities Executive

In Conversation with Massif Capital - NA Utilities Executive

A New Series of Expert Conversations for Accredited Investors

Will Thomson
Will Thomson
ChinaChina
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A Deep Dive into Chinese Industrial Production

A Deep Dive into Chinese Industrial Production

Part 1 - Understanding Chinese Trade Strategy

Will Thomson
Will Thomson
Renewable EnergyRenewable Energy
RENEWABLE ENERGY AND "GRADE"

RENEWABLE ENERGY AND "GRADE"

Just like all extractive industries, renewables depend on resource "grade"

Will Thomson
Will Thomson
THE EU'S PROPOSED CARBON BORDER ADJUSTMENT TAX (PART 2)

THE EU'S PROPOSED CARBON BORDER ADJUSTMENT TAX (PART 2)

Will Thomson
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THE EU'S PROPOSED CARBON BORDER ADJUSTMENT TAX (PART 1)

THE EU'S PROPOSED CARBON BORDER ADJUSTMENT TAX (PART 1)

Will Thomson
Will Thomson
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