As an investor that focuses mainly on the small to mid cap resources part of the market I am quite often using a top down approach to finding stocks to invest in. This involves seeking the latest trends that may result in demand in a particular resource increasing or supplies decreasing possibly due to disruptions to mines etc. A recent example of this includes the focus on oil stocks as a result of the current Middle East crisis, however I do prefer trying to discover which will be the next obscure hot metal!
One list that I have been working from lately is the Europa 14 critical mineral raw materials list which lists minerals and metals which are considered critical especially from a supply shortage perspective.
Whilst the report has been out for some time it is a good starting point for research purposes. Rare earths has been well covered so I am hoping to take a look at a few companies with an exposure to the other metals listed in the report share this with you soon.
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