Here's what we expect to see this week across markets and commodities
To ‘gold or not to gold’, that is the question 📝
This week’s gem hunt ft. $FVI $ELT $BGD
Direct from our research, these 3 stocks are likely to move on recent news and activity
This copper chart predicts exploration budgets for 2025 📝
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.
Copper vs cocoa? I did not see that coming 📝
What a month! Let's see what you (may have) missed.
Main Critical Mineral Lists Compared (US and More)
- US - Europe - Australia - Canada
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)
Tools and resources (including 3rd party)
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Here’s exactly where copper is headed in 2024… buckle up!
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!
The truth about uranium investing is peeking through… and here’s why you should care
Nuclear remains deeply controversial. Yet recent geopolitic struggles have reignited the flame sending uranium (and many related stocks, producers and explorers alike) higher. There are many reasons to be bullish:
It’s time to lead the shift and build your energy transition portfolio 📝
I have to confess, sometimes this very idea keeps me up at night...
Automakers are chasing metals and minerals (like you’ve never seen before)
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)
JP Morgan’s views on copper for investors
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
Mining Investing Toolkit 