Challenges ahead plus where investors can find opportunities through it all.
The biggest challenge for metals and the energy transition 📝
Hear from 4 emerging ASX-listed juniors | Webinar, Mines and Money 5@5
Hey hey! We recently took part in this event and thought you'd find it interesting. Access the full video below. Enjoy!
This copper chart predicts exploration budgets for 2025 📝
What a month! Let's see what you (may have) missed.
AMA: get your burning questions answered
We get questions all the time, via comments and DMs. While we can't reply directly to most, we'll share some insights in this new Q&A series. Answers are part of the blog's subscriber content.
This copper explorer is ready to *rock* and roll: NGEx Minerals 📝
For this analysis, we'll look at 9 tightly related concepts, analysing a recent news release. A brief background is provided as well as a preliminary opinion.
Copper, China and the supply conundrum
For investors and the whole copper supply chain, there are a myriad of challenges ahead. Wood Mackenzie published an insightful report. Here are the most salient points: • Copper Demand Growth: WM estimates that demand for copper will grow by 75% to 56 million tonnes (Mt) by 2050, highlighting the crucial role of copper in … Continue reading Copper, China and the supply conundrum
Gold and the hidden perk of investing in the world’s largest gold miners
Gold hit a new all-time high in July. Newmont, Agnico and Barrick are the world's largest gold miners. Together represent over $120b in market value. Here's what they expect ahead (and the extra perk of holding gold producers): Gold production globally in 2023 was over 3,000t. China, Australia and Russia were top 3. Over the … Continue reading Gold and the hidden perk of investing in the world’s largest gold miners
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.
Morgan Stanley and their STRONG opinion on #copper and gold
Morgan Stanley released a research note a while ago. It comes packed with a revised price and supply estimate for copper, plus insights on gold and stocks. You'll find plenty of *nuggets* within, investor: Given the massive disruptions we've seen in copper supply, they now expect: shortfall of 0.7mt (~2.6% of demand) higher deficit conditions … Continue reading Morgan Stanley and their STRONG opinion on #copper and gold
Is the Australian mining sector changing FOR GOOD? Here’s my take
Earlier this month I attended the RIU conference in Sydney. Here are my insights from what I saw and the conversations I had: Over 50% of exhibitors were focused on gold, which is rarely shocking for Australia. Aussies love gold and the country is the second largest producer globally, after all. Now in terms of … Continue reading Is the Australian mining sector changing FOR GOOD? Here’s my take
The copper party is on! 📝
What a month! Let's see what you (may have) missed.
Goldman Sachs’ view on commodities is SPOT ON
Goldman Sachs released a note recently that caught our eye. From where they see commodities at the end of the year, to which will benefit the most from lower interest rates. I promise you want to read this one, investor: 📊 @markets They reckon commodities may return 15%, as interest rates continue to fall. Among … Continue reading Goldman Sachs’ view on commodities is SPOT ON
Copper bulls are moving… 📝
What a month! Let's see what you (may have) missed.
Sprott has energy transition insights for you, mining investor
Sprott* manages several mining ETFs, and regularly puts out extensive research. They recently released a lengthy report on the minerals needed for the energy transition, with valuable insights for investors. Here are your key takeaways: In 2022, investment in the energy transition surpassed $1T and getting on par with those made in fossil fuels. By … Continue reading Sprott has energy transition insights for you, mining investor
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 … Continue reading 10 of the best recent commodity investing quotes (that we can learn from)
Copper vs cocoa? I did not see that coming 📝
What a month! Let's see what you (may have) missed.
Crazy commodities (my belated 2023 recap plus what’s happening now in 2024)
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)
Here’s what Freeport McMoran sees ahead for copper (and how they can bring significant upside to your portfolio)
Freeport McMoran is the largest copper producer in the US and worth ~$54 billion. Yet it flies under the radar. You may have just seen them in the news (due to CFO Kathleen Quirk being appointed as new CEO), so... Here's an overview plus their outlook for the commodity: Freeport produced more copper than BHP … Continue reading Here’s what Freeport McMoran sees ahead for copper (and how they can bring significant upside to your portfolio)
This billionaire has BOLD views on copper for 2024 (and you’d be wise to listen)
Robert Friedland has made billions from mining. He founded Ivanhoe Mines* in 1993, now worth a whopping $18B. The man truly knows copper. Even if you don't agree with everything he says. He has BOLD views on the metal. Here's what he sees ahead: The physical market is very tight, and now in deficit. In … Continue reading This billionaire has BOLD views on copper for 2024 (and you’d be wise to listen)
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