VOLT INTELLIGENCE
Original research, market commentary, and sector analysis from Volt Capital Asia. Flagship reports on critical minerals, battery metals, precious metals, and the transactions shaping the resources sector.
March 2026
Supply chain disruption, geopolitical realignment, and the race to secure battery metals. A comprehensive analysis of 12 critical minerals shaping the energy transition.
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Global copper demand is projected to outstrip supply by 2028. We examine the structural deficit, new project pipelines, and implications for M&A activity.
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Central bank gold purchases hit record levels in 2025. We analyse the de-dollarisation trend, reserve diversification strategies, and the outlook for gold above US$2,500.
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A comparative analysis of listing venues for junior resource companies. Liquidity, regulatory burden, investor base, and capital raising capability across both exchanges.
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Thermal coal faces structural decline but metallurgical coal remains critical for steel production. We assess the diverging trajectories and transaction implications.
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