Plus what we are monitoring this week, across markets and commodities
Copper focus, gold, or lithium… Have we been wrong all along? 📝
These metals will be in every investor’s portfolio (yes, including you) 📝
Plus what we're watching this week, across markets and commodities.
From chaos to opportunity 📝
Here's what we expect to see this week across markets, mineral commodities and related stocks:
Big or Small Mines? The Million Dollar (or Rather, Pound) Question
Supply may not come from where you'd expect...
Australian miners jump on firmer iron ore prices
Here's what's moving in the markets today
Is gold truly unstoppable? 📝
Here's what we can expect to see this week across markets
Copper miners rise, tracking prices of the red metal
Here's what's moving in the markets today
Shares of copper miners up, as copper prices extend gains to a 5-month peak
Here's what's moving in the markets today
What Trump Means for Mining in the US 📝
Plus sentiment on socials, market update and opportunities in mining stocks.
BHP and RIO are betting BIG on copper (and they have good reasons!)
BHP & Rio Tinto are the world's largest mining companies. $237 billion in market value*, combined. As leaders, their outlook is a crucial signal for investors. Here's what they see ahead for copper: BHP views long-term fundamentals as favourable. Commodity demand to be supported by: population/economic growth energy transition data centres (AI) substitution/thrifting However, commodity … Continue reading BHP and RIO are betting BIG on copper (and they have good reasons!)
Copper: THIS is only the beginning 📝
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.
Questions to ask when analysing mining M&A
Whenever a company I'm looking into or hold is involved in a potential deal, these are the questions I ask myself:
Copper bulls are moving… 📝
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)
Glencore’s copper 2040 outlook is DARING
Glencore is the 3rd largest mining company and valued at $70 billion. They are betting BIG on growth. Given their 2040 outlook, particularly for copper, hard to fault their investment strategy. Here's what they see ahead and what we can all learn: In their base case, $GLEN views copper production falling -36% by 2040 (from … Continue reading Glencore’s copper 2040 outlook is DARING
BHP and RIO see the copper future (and they are showing us)
BHP and Rio Tinto are the world's largest miners. Together represent ~$250b in market value. Recently, they shared outlooks at the Bank of America Global Metals, Mining & Steel Conference in Barcelona. Here are your key takeaways, investor: BHP views long-term fundamentals to be favourable. Global commodity demand to be supported by: - population growth- … Continue reading BHP and RIO see the copper future (and they are showing us)
These 10 copper deposits can ignite the energy transition and add 200b lbs of metal supply
There is no decarbonisation without copper, and we've been underinvesting for over a decade. However, there are projects in the pipeline, if we can get past roadblocks... Here's your list of 10 deposits that could ignite the #energytransition, and bring over 200b lbs in supply 1 🇺🇸 Pebble $NDM.TO Located in Alaska, and potentially a … Continue reading These 10 copper deposits can ignite the energy transition and add 200b lbs of metal supply
Mining Investing Toolkit 