As the name would suggest, future-facing commodities are those that will carry humanity forward as we take on the momentous task of decarbonising the world.  

These are the commodities that are essential to the energy transition, including lithium, nickel, cobalt, manganese, graphite and copper. 

Much of the demand for these commodities is expected to be driven by the uptake of electric vehicles over the next two decades, with governments around the world - including Europe, China, the US and Australia - providing incentives for people to 'go electric'. 

We have already seen spikes in demand (and subsequent supply responses) for many of these commodities. And while the journey will likely remain volatile, on the whole, the wind only seems to be blowing one way; 

• Most analysts predict that global demand for lithium will double or even triple by 2030, according to Deloitte

However you slice it, demand for these commodities is only going to grow and, in most instances, the question is whether or not supply will keep that. That will create a host of opportunities. 

As such, we sat down with Lowell Resources’ John Forwood & Acorn Capital’s Rick Squire, to get their take on what's hot and what's not when it comes to future facing metals. 

Note: This episode was recorded on Wednesday, 10 April 2024. You can watch the video, listen to the podcast, or read an edited transcript below.