Crazy commodities (my belated 2023 recap plus what’s happening now in 2024)

Posted on by The Toolkit

It's been a CRAZY few months for commodities. We've seen copper above $4 and lithium falling much lower than expected, uranium soaring and nickel plummetting. I spent more time dissecting projections from mining companies to banks to gain insights into what's ahead (not an easy job!) and posted some of these analyses. You all seem … Continue reading Crazy commodities (my belated 2023 recap plus what’s happening now in 2024)

Citi and The Case for $15K/t Copper

Posted on by The Toolkit

Citi sees copper on track to reach $15K/t by 2025. This crucial metal has been subdued since an ATH last year. Yet Citi's outlook points to a once-in-a-lifetime opportunity for investors. Here's what you need to know: To start, Citi believes investors will be piling into the copper market. Heavily. They think this will happen … Continue reading Citi and The Case for $15K/t Copper