Macroeconomics

Analysis of underlying commodity demand & supply dynamics, price trends and forecasts

Commodities

Actionable bottom-up long/short Insights on equities

Equity Bottom-Up

Asset allocation and country/region investment strategy

Cross Asset Strategy

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Copper is a chemical element with symbol Cu (from Latin: cuprum) and atomic number 29. It is a soft, malleable and ductile metal with very high thermal and electrical conductivity. A freshly exposed surface of pure copper has a reddish-orange color. It is used as a conductor of heat and electricity, as a building material and as a constituent of various metal alloys, such as Sterling silver used in jewelry, cupronickel used to make marine hardware and coins and constantan used in strain gauges and thermocouples for temperature measurement.

Crude oil is a naturally occurring, unrefined petroleum product composed of hydrocarbon deposits and other organic materials. Crude oil can be refined to produce usable products such as gasoline, diesel and various forms of petrochemicals. It is a nonrenewable resource, also known as a fossil fuel, which means that it can't be replaced naturally at the rate we consume it and is therefore a limited resource.

Lundin Mining Corporation is a diversified base metals mining company with operations in Chile, Portugal, Sweden, Spain and the United States, producing copper, zinc, lead and nickel. The Company holds interest in the Tenke Fungurume copper/cobalt mine in the Democratic Republic of Congo and a cobalt refinery located in Kokkola, Finland.

Alphamin Resources Corporation is a tin concentrate producer from its high grade deposit at Mpama North, North Kivu DRC. The Company focuses on the production from its current mine and development of additional tin prospects. Alphamin Resources serves customers from Goma, Democratic Republic of Congo.

Enovix Corporation provides electronic components. The Company focuses on development and production of advanced silicon-anode lithium-ion batteries. Enovix serves customers worldwide.

Siemens Energy AG operates as a renewable energy company. The Company offers power generation and transmission, technical consultancy, and operation and maintenance services. Siemens Energy serves customers worldwide.

Lithium Americas (Argentina) Corp. is a resource and materials company. The Company focuses on developing projects that support the vital lithium supply chain and the global transition to cleaner energy, and also manages a pipeline of lithium development and exploration projects. Lithium Americas (Argentina) operates in Argentina and Canada.

Natural gas is a naturally occurring hydrocarbon gas mixture consisting primarily of methane, but commonly including varying amounts of other higher alkanes, and sometimes a small percentage of carbon dioxide, nitrogen, hydrogen sulfide, or helium. It is formed when layers of decomposing plant and animal matter are exposed to intense heat and pressure supplied by existing under the surface of the Earth over millions of years. The energy that the plants originally obtained from the sun is stored in the form of chemical bonds in the gas.

Lithium Americas Corp. operates as a mining company. The Company mines, produces, and supplies lithium. Lithium Americas conducts its business operations in Argentina and Canada.

Equinor ASA operates as an energy company. The Company develops oil, gas, wind, and solar energy projects, as well as focuses on offshore operations and exploration services. Equinor serves customers worldwide.

Materials

Energy

Industrials

Providing investors with a balanced perspective

Massif Capital

Research focused on providing investors with a balanced perspective on the environmental and economic realities of achieving a carbon-neutral economy for businesses within the Energy, Basic Materials and Industrial industries.

The Massif Capital Real Asset Strategy is a global long/short equity strategy built around bottom-up stock picking. We are focused on creating a portfolio of businesses from within the Energy, Basic Materials and Industrial sectors that balance the environmental and economic realities of achieving a carbon-neutral economy.

Providing investors with a balanced perspective, Massif Capital

Massif Capital Research

Research focused on providing investors with a balanced perspective on the environmental and economic realities of achieving a carbon-neutral economy for businesses within the Energy, Basic Materials and Industrial industries

Massif Capital Research
Providing investors with a balanced perspective
• Massif Capital

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