The Case on Lithium – Updated Spring 2024
Lithium is fast becoming the most important commodity on the plant. This updated report outlines what it is, where it is, how to mine it and, more importantly, supply and demand factors affecting it now and over the next 10+ years. We also discuss the recent price moves and the potential for a rebound.
ASP Isotopes – Enriching our future one industry at a time
This report, written by Ocean Wall’s Ben Finegold, details the business and potential of ASP Isotopes.
Uranium – Risks and Potential Rewards
There are two questions we are now being continually asked:
- What can derail the uranium thesis?
- How much more upside does uranium have?
Here we aim to answer both those questions.
Russia Report
Russia’s invasion of Ukraine has put a spotlight on the reliance that many economies have on Russia in global energy markets. This issue is as relevant to the nuclear industry as any other energy market, given Russia’s dominance is various aspects of both nuclear reactor construction and front-end fuel cycle processes. This report provides a deep dive into Russia’s irreplaceable role in global nuclear markets.
Chasing the Dragon
China: Our view that the transport of uranium is a major bottleneck in the nuclear fuel supply chain has often been countered by the promise of alternative routes. ‘Chasing the Dragon’ provides evidence that the proposed route from Kazakhstan via Shanghai to the West has many obstacles, both bureaucratic and political, and concludes that a nascent route via China is, in our view, unfeasible.
Uranium and its New Silk Road – Further Problems for Western Buyers
Here we discuss potential supply issues arising for Kazakh produced uranium reaching western buyers as a result of increased sanctions against Russia.
The Case on Uranium
At Ocean Wall we have long held the view that nuclear power will prove the answer to global energy supply concerns. However, the price of uranium has been very low for the last few years and while in recent months we have seen some upward movement, we believe that there is a long way to go. This report outlines the supply issues, likely demand, global breakdown and discusses companies active in the sector.
Venezuela: Ripe for recovery?
In this report we consider the current situation in Venezuela. We analyse how the country has ended up in the dire economic turmoil in which it currently finds itself and explore the changes that are required to bring them in from the political cold, specifically to allow the easing of the sanctions that have so harmed the economy and the people.
The History and Future of Psychedelics in Medicine
Psychedelics have seen a huge increase in investment focus over the last few years, but for many it remains a misunderstood, much maligned, and extremely niche sector. Here we seek to give you it’s history, research – past and present, who are the companies involved – established and start-up – big and small – public and private, and who the bid investors in this sector are.
The Case on Lithium
Lithium is fast becoming the most important commodity on the plant. This report outlines what it is, where it is, how to mine it and, more importantly, supply and demand factors affecting it now and over the next 10+ years.
Carbon – Credits, Capture & Storage
Carbon Credits are increasingly being seen as a viable asset class and are generating strong interest from the Alternative Asset community while ESG funds and governments have long been investors in long term Carbon Capture and Storage. This report dives into both and explains why this interest has been developing.