With copper running faster every week, today I wanted to take an in-depth look at what the copper market may have in store for us over the next few years.
Copper prices depend on this wildcard 📝
But SERIOUSLY… When will lithium stocks recover!? Here are some clues 📝
Let’s get ready for another week investing in mining & metals, the energy transition and the future, shall we?
Tesla vs BHP and the top 50 miners: size does matter 📝
Plus sentiment on socials, market update and opportunities within mining stocks.
Geopolitics creates risks but also BIG opportunities 📝
Let's see what you (may have) missed last month.
This copper chart predicts exploration budgets for 2025 📝
What a month! Let's see what you (may have) missed.
Here’s the solution to the lithium (stocks) blues… 📝
What a month! Let's see what you (may have) missed.
Copper: THIS is only the beginning 📝
What a month! Let's see what you (may have) missed.
Gold, volatility and a silver lining for metals 📝
What a month! Let's see what you (may have) missed.
The copper party is on! 📝
What a month! Let's see what you (may have) missed.
Copper bulls are moving… 📝
What a month! Let's see what you (may have) missed.
Copper vs cocoa? I did not see that coming 📝
What a month! Let's see what you (may have) missed.
Solving these 2 challenges will keep copper investors in the game (including BHP, you and me)
When it comes to copper and the future, the challenges ahead for investors are quite clear to me. This a topic I've spent years working on (a big portion with my father, a copper porphyry expert involved in the Escondida discovery) hence very dear to me, both personally and professionally. So I've thought A LOT … Continue reading Solving these 2 challenges will keep copper investors in the game (including BHP, you and me)
Lithium is finally mainstream (I have proof!)
It was bound to happen. Lithium has elbowed its way into mainstream investing. You don't believe me? I looked into the holdings* of ~50 of the largest banks, hedge funds and asset managers. Here are the most widely held lithium stocks: 7. Standard Lithium $SLI 'By leveraging the existing infrastructure and operational expertise of the … Continue reading Lithium is finally mainstream (I have proof!)
Yes, I am bullish on Argentina… and not afraid to say it!
I went to an event a couple of weeks ago - yeah, another one, I go to many!- and had a strange experience. I was talking to an acquaintance who was asking lots of questions about Argentina. I am always happy to respond, and I share as much as I can. But the way this … Continue reading Yes, I am bullish on Argentina… and not afraid to say it!
Argentinean conundrum. Part 2: Yes, it is time to go back!
A little over a year ago, I wrote about why I thought it was time for investors to return to Argentina; I shared what was happening after Mauricio Macri took office and what was to be expected, in my opinion. Shortly after, I was also one of the experts interviewed by The Northern Miner, a … Continue reading Argentinean conundrum. Part 2: Yes, it is time to go back!
The Argentinean conundrum: Is it time to go back?
It’s been only 70 days since Mauricio Macri took office, Argentina’s 53rd president, and already the mining industry can celebrate pro-business policies being put forward boldly and without hesitation, as promised during his campaign. The currency controls were lifted swiftly –as I always said they would, but frankly I never thought it would take so … Continue reading The Argentinean conundrum: Is it time to go back?
Mining Investing Toolkit 