Money of Mine 30 Fundies’ Highest Conviction Trades for 2026 (Part 2)
Dec 12, 2025
Guest
Emmanuel Dat
Guest
Tom Solomon
Guest
Peter Prendiville
Guest
Sam Broom
Guest
Warren Erwin
Guest
David Sparks
In this insightful conversation, fund manager David Sparks shares his bullish outlook on Quebec lithium plays, while Warren Erwin challenges the hype around EVs, advocating for metallurgical coal. Sam Broom favors copper and niche industrial metals like vanadium, and Peter Prendiville emphasizes the importance of North American rare earth supplies. Tom Solomon discusses the potential of US graphite anodes, and Emmanuel Dat highlights niobium's promise amid ongoing energy needs, showcasing a bright future for strategic commodities.
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EV Hype Meets Practical Limits
- Warren Erwin remains contrarian on EV adoption, arguing performance limits in cold climates and towing reduce EV utility in places like Canada.
- He favours metallurgical coal as a neglected upside due to steel demand dynamics.
Niche Metals Offer Asymmetric Upside
- Sam Broom highlights small opaque markets like vanadium and indium as potential asymmetric winners due to supply tightness.
- He flags US pentoxide shortages and tariff disruptions as catalysts.
SQM And ESS Demand Power Lithium Case
- Rodrigo Carvalho is bullish on SQM and lithium, expecting Codelco deal closure and ~10% volume growth in 2026.
- He flags ESS demand growth as a key lithium surprise factor.