Investments in rare earths sit at the perfect intersection of a drive towards a more sustainable energy infrastructure globally, presenting an ideal investment opportunity, according to RWC Partners’ Clark Fenton.
With emissions from burning fossil fuels exacting an unsustainable cost in the form of climate change and its adverse consequences, Fenton says new sources of energy are critical in order to navigate a more sustainable course to power the economy and support the population.
Key materials such as copper, nickel and uranium, will play a critical role in transitioning to cleaner energy and Fenton is particularly positive about opportunities within rare earth commodities.
Pensana Rare Earths plc (LON:PRE) explores and mines neodymium, praseodymium, and rare earth minerals. The company is looking to establish the world’s first fully sustainable magnet metal rare earth oxide producer at the Saltend Chemicals Park in the Humber Local Enterprise Partnership Yorkshire, UK.
