Partner Insight: Unlocking returns in net zero

Changing demand patterns for metals and minerals offers investors new opportunities in the energy transition

Sarka Halas
clock • 1 min read
Partner Insight: Unlocking returns in net zero

In the rush to build electric vehicles, wind turbines, and solar panels in the transition towards decarbonisation, unique opportunities with the potential for long-term growth are emerging in the metals and minerals sector.  

Metals and minerals are an interesting proposition for investors because demand patterns for mainstream materials like steel and copper will need to reduce, and more uncommon, but equally critical metals are likely to see rising demand.  

Demand for these commodities is rising significantly; over the next two decades expected demand for copper and rare earth minerals could rise by 40%, demand for nickel and cobalt could gain by 60-70% and demand for lithium could rise almost 90%, according to the International Energy Agency. 

In addition to metals and minerals, a stop-gap of transition fuels such as natural gas and ethanol could potentially be key to ensuring a smoother journey to net zero.   

Join us for our live video podcast on Thursday February 8, at 1pm GMT.  Hear from experts as they discuss the opportunity in metals and minerals, the importance of transition fuels and how this could potentially all seek to fit into investors' portfolios.

More on Investment

Taking the rough with the smooth: How to navigate global market volatility

Taking the rough with the smooth: How to navigate global market volatility

'Like investing, smoothing isn't one-size-fits-all'

James Tothill
clock 13 June 2025 • 4 min read
Four key questions to guide informed investment decisions

Four key questions to guide informed investment decisions

Does the story make sense?

Gabriel Sacks
clock 12 June 2025 • 4 min read
Neil Woodford to charge up to £70 a month to access portfolio platform

Neil Woodford to charge up to £70 a month to access portfolio platform

W4.0 launches

Cristian Angeloni
clock 06 June 2025 • 2 min read

In-depth

QROPS class actions: What next for frustrated UK expats?

QROPS class actions: What next for frustrated UK expats?

Calls for reform across the board as insurers fight back in IoM

Isabel Baxter
clock 29 May 2025 • 7 min read
AI on trial: FCA's Live Testing opens new path for advisers

AI on trial: FCA's Live Testing opens new path for advisers

Offering regulated firms a controlled space to trial advanced technologies

Sahar Nazir
clock 21 May 2025 • 7 min read
Behind the advice: The hidden mental health struggles of financial advisers

Behind the advice: The hidden mental health struggles of financial advisers

As Mental Health Awareness Week spotlights wellbeing across industries, advisers speak out

Sahar Nazir
clock 16 May 2025 • 7 min read