Indeed, it is. We're in for a rude awakening. The average rate of discovery for copper deposits has fallen dramatically in the last decade. The problem? We'll need many more deposits to respond to demand… 📊 S&P Global Market Intelligence Why is that? Copper has been fundamental to electrification so far due to its many … Continue reading The copper conundrum… is it really an issue?
Given recent developments, I feel fitting to bring back this piece by Benchmark Mineral Intelligence in response to Goldman Sachs. Minor edits for brevity. Lithium oversupply? Not likely. Why? 1) The industry cannot rely on China feedstock meeting the market Goldman sees the most “significant” new lithium supply coming from China. Despite progress, Chinese hard rock resources are … Continue reading 5 reasons why lithium oversupply is unlikely. Benchmark Mineral Intelligence vs Goldman Sachs (Twitter thread unrolled)
Given I am not a geologist who works with and invests in mining companies I've always been interested to learn more about it. My dad was a copper porphyry expert who managed Argentina for BHP so have been around them my whole life (and was lucky enough to learn a lot from him! for instance … Continue reading Course: Mineral Exploration and Mining Essentials Short Course
Drilling is the most significant exploration method in mining. But all drilling is not created equal. Here's your quick guide to drilling, to help you understand reports and news releases: Let's start with definitions. Drilling is simultaneously a geological and a geochemical exploration tool, where rock is recovered from beneath the surface for examination and … Continue reading ‘Drilling 101’ for mining investors (Twitter thread unrolled)
Are you holding a 'lifestyle company' in your junior explorers' stock portfolio? Or considering one that might be? 5 questions to find out FAST, and reduce your risk: As a small cap investor, you do research on stocks in hopes of finding gems before they blow up. Recognizing risks as early on as possible is … Continue reading Lifestyle companies’ checklist for mining investors (Twitter thread unrolled)
Investing in mining & metals? Then this book is a must. An overview of the industry, common jargon and how to interpret crucial concepts. Sections on basic geology concepts, typical business practices, and how to interpret news releases make its focus solid yet practical. You'll find it useful if you're just starting out, and if … Continue reading Recommended book: Mining Exploration and Mining Essentials by Rob Stevens
Nickel used in EVs soared from 8% in 2020 to 13%. Most analysts expect this trend to accentuate significantly over the next decade. How big will this awakening be? 📊 CRU Group For exposure, here are some names to consider:- SOUTH32 LIMITED | S32 - Nickel 28 Capital Corp. | NKL - MINCOR RESOURCES NL … Continue reading Nickel used in batteries already doubled in 2021. Does it belong in your portfolio?
This tip comes to you from Tavi Costa, portfolio manager at Crescat Capital. 'Make sure you're buying something geologically sound.' Tavi Costa What does he mean?
The energy transition is upon us, whether you like it or not. So... here are 5 reasons you SHOULD consider investing in lithium, today and for the long term: 1) To start, rising quantities of batteries are desperately needed to push electrification forward. Electric vehicles require efficient and lightweight power storage (aka batteries) that can … Continue reading 5 reasons to invest in lithium stocks for mining investors (Twitter thread unrolled)
Knowing the difference between the variety of economic studies used in mining and metals is crucial to any investor. Here's my 'Economic Studies 101', to help you predict how these could impact your investments: Let's get classification out of the way. There are 4 buckets: -Scoping, preliminary economic assessment or PEA -Preliminary feasibility or Pre-feasibility … Continue reading ‘Economic Studies 101’ for mining investors (Twitter thread unrolled)