Today, I’m coming to you from Brisbane, Australia.
I’m here for a few weeks, meeting with miners, business leaders, and policymakers.
And while in Brisbane, I had a meeting with a company that your fellow Inside Wall Street readers have asked about…
Commodities giant Rio Tinto.
In the video below, I’ll tell you why Rio Tinto serves as a barometer for expansion for this entire region.
I’ll explain why Brisbane stands to benefit from the boom in global demand for energy and natural resources – including from its longtime ally, the United States.
And I’ll give you a one-click way you can position yourself to profit.
To watch the video, click on the image below. Or scroll down to read the transcript.
As always, let me know what you think – good or bad. Write me at [email protected].
Regards,
 |
Nomi Prins
Editor, Inside Wall Street with Nomi Prins
P.S. This past Saturday, at an urgent energy briefing, I told you about what could be one of the biggest energy stories of the century. It has the potential to make early investors as much as 20x their money in the long run…
It’s called “SMR.” And thanks to a new bill titled S.3428, it’s set to receive a $4 trillion torrent of government cash as soon as March 22.
I haven’t been this excited about a megatrend in decades… And my team and I found a way to play it for just $2. So if you missed my Urgent “SMR” Energy Briefing, be sure to catch the replay while it’s still online.
TRANSCRIPT
Hi, everyone. Nomi here.
I am in the heart of the city of Brisbane in the Queensland state of Australia.
It’s northeast of Sydney and right in the center of the country’s eastern coastline or the Gold Coast.
And I just came out of a meeting in this building here behind me.
It houses the Brisbane offices of Rio Tinto, the second-largest mining and metals company on the planet.
But more on what I discovered speaking with folks in here in just a moment.
You see, most of the world knows Australia for Sydney and the Outback.
But the truth is that this country and its other cities like Brisbane are so much more. The Olympics are even going to be hosted in Brisbane in 2032.
For Americans, the city was put on the map when nearly 80,000 U.S. troops were stationed here during World War II, cementing an alliance between our two countries.
And for investors, it’s a hub of corporate activity that’s well worth paying attention to.
That’s because location is everything.
You see, the city is a gateway to the Coral Sea, Asia, and the Pacific Ocean.
Many shipping lanes hit Brisbane before they reach more key cities like Sydney or Melbourne.
And because of its prime location, Brisbane is a major hub for economic growth in Australia’s critical natural resources sector.
It acts as a sort of de facto headquarters for many mining and natural resource firms, with more than 170 energy and resource companies based here.
Queensland is the world’s largest exporter region of seaborne metallurgical coal. This entire region boasts a host of base metals, natural gas reserves, and more.
So Brisbane stands to benefit from the boom in global demand for energy and for natural resources, including from the United States.
Which brings me back to one company that serves as a sort of barometer for expansion in this entire region.
It’s commodities giant Rio Tinto.
This 11-story building is where Brisbane’s office is for Rio Tinto, and it hosts personnel from other operations of the company, including its aluminum and copper strategy divisions.
And more exciting, its technology teams. See, the company is one of dozens in the downtown area that’s focused on the natural resource demands of the future.
But there’s something else as well.
You see, as I meet with representatives, miners, and industry leaders here, there’s one core thing that I continue to hear over and over again.
Yes, growth in the mining and metals space is the primary goal of these firms. But the best of them are also laser-focused on key technological innovations that make their businesses more efficient and more profitable.
And what I’ve discovered from my contacts right here is that mining execs in the region, and in companies like Rio Tinto, are increasingly fixated on things like autonomous trucks and drills… remote operation centers… advanced process automation… and even artificial intelligence (AI) to optimize production.
And while we often hear of software and microchip investment trends in the financial media, the truth is that base materials and the technology used to extract them enable many tech sector components to be produced.
And that’s a key hidden synergy between natural resources and technological advancement.
And it spans two of our five main distortion themes, being New Energy and Transformative Technology, and a bit of AI.
Companies prioritizing the combination of natural resource processing and tech innovation provide excellent opportunities for you to make profits.
And one way to gain exposure to this arena and major players like Rio Tinto is by investing in the Invesco International Dividend Achievers ETF (PID).
Happy investing, and I will talk to you soon.