NTree International established the Metal.Digital website both to support the distribution of the GPF physically-backed ETCs and as an information portal for investors to find information on those commodities that are going to be key components of the transition to a net zero carbon economy.
The energy transition that has now begun is going to see major changes in the transportation sector as we shift away from the use of fossil fuels, which will nevertheless retain a place in transport systems hence the importance of palladium and platinum in catalytic converters.
Changes are also afoot in electricity generation, where the reduction in costs in renewables is now making them increasingly competitive. Solar panels, wind turbines, tidal power, and energy storage systems all call for commodity inputs.
Similarly, copper will be required to develop smart cities which use Information and Communication Technologies (ICT), to develop, deploy, and promote sustainable development practices to address growing urbanisation challenges, for example, improving energy distribution, streamlining refuse collection, decreasing traffic congestion, and even improving air quality.
Metals such as copper, nickel, palladium, platinum and silver all have a critical role to play in the transition to a more sustainable economy. As a result, they are likely to seeing growing levels of demand in the coming decade as well as potentially facing shortages of supply given the relative lack of investment in the decade following the Great Financial Crisis.
We aim to provide investors with insights into the role of these metals, an understanding of the demand and supply dynamics, as well as how they can fit into investment portfolios, not only as a source of diversification but also as a strategic, long-term exposure to a megatrend.