Our Queensland State Manager, Morgan McGuire, was interviewed by Jessica Cummins in Stockhead's 'MoneyTalks' feature, discussing his take on the commodity supercycle.
Morgan's focused on the commodities best positioned to benefit from the decade-long ‘commodity supercycle’, a cycle which Goldman Sachs', Jeff Currie, believes we have only just begun.
A ‘commodity supercycle’ refers to a period of extended boom and bust, where commodity prices are positioned significantly above or below their long-term trends.
“As well as your critical minerals, which will no doubt play a huge role in the decarbonisation and the renewable energy space, hydrogen will continue to be a hot topic as well as graphene technology for battery storage”
Morgan McGuire, Queensland State Manager, Barclay Pearce Capital
"At Barclay Pearce Capital we are quite heavily focused in the renewable sector – as a firm we are sector agnostic, but it is one of our key drivers and we are working with a few companies who are heavily involved in the space."
Looking long-term, Morgan says governments around the globe have already committed to roadmaps that utilise hydrogen, ammonia and other renewable energy sources.
"That is already factored in and in some countries, it’s already in legislation...The market is forward facing and although inflation is still very much a threat, again most of the decisions are factored into the market in terms of interest rate rises, inflation is here and people are comfortable with the fact that it is going to be tamed somehow."
See the following three companies that Morgan is keeping an eye on as we enter the 'commodity supercycle':
H2X Global Limited (unlisted)
This is one of the companies that Barclay Pearce Captial is working currently.
Morgan says:
“They’ve got a working prototype of a hydrogen fuel cell vehicle which is the Warrego Ute and that’s a repurposed Ford Ranger with a hydrogen fuel cell within that vehicle...They are looking to list sometime in the near future.”
Talga Group (ASX:TLG)
Morgan says the global graphene market is around US$556m in 2022 and it's looking at a CAGR of around 38pc between 2022 and 2027.
“The market is diverse – there are graphene sheets, films, nanoribbons, nanoplatelets and graphene oxide, which means great opportunities for end users as the market is split up into electronics, telecommunications, biomedicine, healthcare, energy, aerospace and defence."
Graphene Manufacturing Group (TSVX:GMG)
GMG is a Brisbane-based Company who have developed a graphene-aluminium-iron coin cell battery prototype that is fully rechargeable in several seconds, retains the capacity for several thousand charge and discharge cycles, non-flammable and non-toxic and is almost fully recyclable.
“GMG’s prototype outperforms most things on the market at the moment in the prototype stage, and this could expand into further use cases such as energy storage,” McGuire explains...This is one aspect of what they do but they are conducting a lot of research and development with the University of Queensland.”
See the full article here.
To learn more about H2X Global, or the hydrogen sector as a whole, subscribe to the Company's Chairman's List below.
