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

Stock pickers call for caution over rapid return to US equities

Stock pickers call for caution over rapid return to US equities

Quilter's WealthSelect boosts fixed income and reduces equity exposure

Linus Uhlig
clock 01 July 2025 • 1 min read

Watch Professional Adviser's Working Lunch on the Baillie Gifford Managed Fund- The benefits of diversification in an uncertain world

Catch up on the discussion

Professional Adviser
clock 30 June 2025 • 1 min read
Party politics: Why investors should celebrate AIM's 30th birthday, even if the government won't

Party politics: Why investors should celebrate AIM's 30th birthday, even if the government won't

AIM has helped 4,000 businesses raise £135bn since launch

Eustace Santa Barbara
clock 19 June 2025 • 4 min read

In-depth

Why Gen Z still trusts financial advisers in the age of finfluencers

Why Gen Z still trusts financial advisers in the age of finfluencers

A digital generation with a human touch

Sahar Nazir
clock 23 June 2025 • 4 min read
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