With copper running faster every week, today I wanted to take an in-depth look at what the copper market may have in store for us over the next few years.
Copper prices depend on this wildcard 📝
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)
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
Yes, I am bullish on Argentina… and not afraid to say it!
I went to an event a couple of weeks ago - yeah, another one, I go to many!- and had a strange experience. I was talking to an acquaintance who was asking lots of questions about Argentina. I am always happy to respond, and I share as much as I can. But the way this … Continue reading Yes, I am bullish on Argentina… and not afraid to say it!
Mining Investing Toolkit 