Sector Focus 

The forgotten energy play: uranium

The forgotten energy play: uranium

The reasons behind the boom in energy minerals and metals in recent years were not overly complex: more manufacturers were making cars that ran on batteries, and the ingredients in those batteries went up in price. Now, cobalt, lithium and graphite remain in demand, despite coming off the price highs of 2016-18, and copper and nickel markets are likely to keep getting tighter as well. 

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