10 of the best recent commodity investing quotes (that we can learn from)

As mining investors, we’re always hunting for information.

While I don’t believe in copying anyone’s thesis, paying close attention to sentiment is paramount.

Here are some of my favourite quotes on commodities (including copper and lithium):

→ Via @LowellResFM $LRFM

You can’t do anything without copper!

Lowell runs an exploration fund with exposure to $MKG $SXG $SRI

→ Via @sprott

The battery supply chain remains at risk. Continued volatility in lithium prices will bring severe disruptions.

Sprott has several ETFs including:

• Copper miners and explorers $COPP $COPJ
• Energy transition materials $SETM

→ Via @bhp $BHP

Producing this much copper will be a BIG challenge, and if someone knows this, it’s them.

BHP mines copper, iron ore and more, throughout the world. Escondida remains the best of all (you could say I’m biased but still)

→ Via @GoldmanSachs $GS

Metals are crucial to the energy transition but also, to civilisation.

This means more mines, hence so much more exploration investment.

PS: Jeff is no longer with GS but quote stands!

→ Via @Glencore $GLEN

The pipeline for copper is looking pretty meh… with several elephants stuck in Groundhog Day.

Glencore is a globally diversified producer and trader of commodities including energy & metals.

PS: they continue hunting for copper

→ Via @BMOmetalsmining

The thing with copper is we’ll need it for the long term. Patient capital needs to flow more to the space.

BMO does my favourite podcast. Promise you’ll want to listen

→ Via @GoldmanSachs $GS

Back in October 2023, it was all doom and gloom with copper.

Then, it all changed.

From surplus back to deficit*, and a LARGE one at that.

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