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

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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)

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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)

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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)

Solving these 2 challenges will keep copper investors in the game (including BHP, you and me)

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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

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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

Here’s exactly where copper is headed in 2024… buckle up!

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Top investment banks assumed they knew what was coming for copper in 2024. But things have changed over the last few weeks. BMO, Deutsche Bank and others say we're in for a surprise: During LME Week in October, sentiment was gloomy. ICSG even forecasted a surplus of nearly half a million metric tons. Large mine … Continue reading Here’s exactly where copper is headed in 2024… buckle up!

Automakers are chasing metals and minerals (like you’ve never seen before)

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The top 60 automakers are worth ~$2.1T. The top 15, led by $TSLA, account for 79%. As the sector races to secure supply of lithium and other metals, EV-related investments skyrocketed. The leaders are putting serious $ at play. Here's your recap of deals and the rationale behind them: Unsurprisingly, the top 15 pack is … Continue reading Automakers are chasing metals and minerals (like you’ve never seen before)

Citi and The Case for $15K/t Copper

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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

How to Start Investing in the Energy Transition

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Major players such as BHP and RIO have been saying this for a while. The amount of metals and minerals required for the energy transition is massive. Only 1 thing to do: more investment. Here are 5 basic strategies to start (or expand) your allocation: For reference, even the largest miners can't hold a candle … Continue reading How to Start Investing in the Energy Transition

Australia Wants to Capture MORE Value from Its Mineral Production

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Australia released this week the much anticipated 'Critical Minerals Strategy 2023–2030'. If successful, this could make Australia a global superpower in the space and foster investment in mining, energy and tech. Here are your key points: The main goal is to produce more minerals (and we are blessed!) while embedding Australia in supply chains for: … Continue reading Australia Wants to Capture MORE Value from Its Mineral Production

BHP and RIO see the copper future (and they are showing us)

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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)

10 concepts every mining investor needs to master

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If you enjoy my content on socials and are seeking more – great news! Now, you can get some exclusive resources: NEW EBOOK! Mining Investor Toolkit This toolkit is ideal for you if you are seeking to invest more confidently in the mining sector and supercharge your research process. A 74-page PDF exclusive compilation from … Continue reading 10 concepts every mining investor needs to master

Warren Buffett is bullish on copper

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Warren Buffett is bullish on copper. Wait... what? Yes. I reviewed materials and video from Berkshire Hathaway's annual shareholders meeting in Omaha. So here's how: Berkshire Hathaway is a sprawling empire that holds dozens of businesses, both privately owned and listed. Yet the jewels of the crown are 3: • Berkshire Hathaway itself, the insurance … Continue reading Warren Buffett is bullish on copper

JP Morgan’s views on copper for investors

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JP Morgan just did something remarkable. No, I’m not talking about First Republic Bank. They released a note on copper with crucial insights on what's coming ahead for investors. Here are your key takeaways: Refined copper demand: • Forecasted to grow by a CAGR of 2.5% over the next decade (vs 2%). • Over 32MMT … Continue reading JP Morgan’s views on copper for investors

5 fundamental reasons to add copper to your mining & metals portfolio

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Copper pricing has weakened due to expected falling demand. But in the long term, we need the metal 😎 Here are my 5 favourite reasons to add copper to your portfolio: 1) Rising demand for EVs and decarbonisation fuels the need for metals used in electrification, including: • lithium • copper • nickel • cobalt … Continue reading 5 fundamental reasons to add copper to your mining & metals portfolio