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Commodities Reimagined

Opportunities and Challenges of the Energy Transition

A picture of wind turbines and solar panels combined with raw material extraction, symbolizing the connection between renewable energy and resource mining. Quang Ngoc Nguyen / Getty Images

/ Christophe Aeby, Head of Marketing

The energy transition requires not only innovative technologies but also a new approach to the extraction and use of raw materials. Our new video highlights the key metals crucial for the energy transition and how Picard Angst tackles the market challenges. Learn more about the growing importance of lithium, cobalt, and nickel.

In our short video, we explain how Picard Angst rethinks commodity markets and why raw materials form the backbone of the energy transition. Discover which key metals are driving the future and how we manage the challenges of supply security and sustainability.

Expert Opinions: Perspectives on Commodity Markets

During our webinar 'Commodities Reimagined,' our experts shed light on the latest developments and trends. Here are some key statements that illustrate why commodities are indispensable for the energy transition.

The energy transition requires a massive transformation, which is not possible without a stable supply of critical metals like lithium, cobalt, and nickel. Lithium demand has increased by 300% over the past five years, mainly driven by the expansion of electric mobility.

Dr. David Lincke Head of Asset & Portfolio Management

Global demand for these metals is expected to grow by 15% annually until 2030. Sustainability and international cooperation are crucial to ensuring long-term supply security.

Daniel Gerber Chief Sustainability Officer

Dive Deeper: Watch the Webinar Recording Now

Want to dive deeper into the topic? Watch the full recording of our webinar 'Commodities Reimagined' to gain detailed insights into current market trends and the challenges of commodity supply.

Watch Webinar Replay

The commodity markets are undergoing dynamic changes, presenting both challenges and opportunities. As your partner, we support you with in-depth analyses and tailored investment strategies to capitalize on the best opportunities in this market.

Learn More About Our Commodity Strategies

Your contacts

Daniel Gerber

Daniel Gerber

Head of Market Switzerland & Chief Sustainability Officer

Daniel Gerber

Head of Market Switzerland & Chief Sustainability Officer

Daniel Gerber has been Head of Business Development since the beginning of 2021 and is responsible for the expansion and further development of investment and customer solutions with a focus on sustainability, data science and securitization. As of 2022, he will take over the management of our ESG Competence Centre as Chief Sustainability Officer. He has over 15 years of experience in the financial industry. He held senior positions at major Swiss banks and fund companies. He holds a Bachelor in Business Administration from HWV Bern and a Master in Banking & Finance from FHNW.

Call +41 55 290 50 16 Send e-mail Go to LinkedIn profile
David-Michael Lincke

David-Michael Lincke

Head of Asset & Portfolio Management

David-Michael Lincke

Head of Asset & Portfolio Management

Dr. David-Michael Lincke has been Head of Asset and Portfolio Management since 2009 and has more than 20 years of experience in investment management. Prior to joining Picard Angst Group, he worked as a consultant and portfolio manager and held various proprietary trading roles focusing on quantitative equity strategies and statistical arbitrage. He holds the CFA and FRM charter as well as a PhD in Economics from the University of St. Gallen, Switzerland.

Call +41 55 290 55 55 Send e-mail
Agnes Rivas

Agnes Rivas

Senior Client Advisor Sustainability

Agnes Rivas

Senior Client Advisor Sustainability

Agnes Rivas has been part of the ESG Competence Center since the beginning of 2024 and is responsible for client support in the area of sustainability and the further development of services. Prior to this, she worked for over 10 years at a major bank as a strategy consultant for institutional investors, focusing on strategic investment issues and sustainability. She holds a CFA Certificate in ESG Investing, a double master's degree in International Management and Marketing from the University of St. Gallen and a degree in International Relations from the University of Geneva.

Call +41 55 290 50 36 Send e-mail Go to LinkedIn profile

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This document and the free service described herein are provided by Picard Angst AG (Picard Angst). Picard Angst is a corporation under Swiss law and is regulated by the Swiss Financial Market Supervisory Authority (FINMA) as a manager of collective assets pursuant to Art. 2, 24 ff. of the Financial Institutions Act (FINIA). The free service described in this document does not constitute a financial analysis as defined in the “Guidelines to ensure the independence of financial research” issued by the Swiss Bankers Association – SBVg in its latest version. By making use of the free service and providing the portfolio data referenced herein, you consent to the processing of your data by Picard Angst AG for the purpose of delivering the service. The free service is provided for informational purposes only. Picard Angst does not guarantee (expressly or implicitly) the accuracy, completeness, or timeliness of the service or any results derived from it – even where due care has been applied.