Plus what we are watching this week, across commodities and stocks.
This billion-dollar mine has timely lessons for the whole mining sector 📝
Copper is now critical in the US… and these projects may hit the JACKPOT 📝
Plus what we are watching this week, across commodities and stocks.
The next copper giant has a built in kicker you may not expect 📝
Plus what we are watching this week, across commodities and stocks.
I reckon these miners will transform the copper market
(and give top majors a wild run for their money)
Call me crazy but I think Newmont is just warming up
+100% YTD. Juicy. There are many reasons to like them but here are my favourites:
From chaos to opportunity 📝
Here's what we expect to see this week across markets, mineral commodities and related stocks:
When it comes to copper, should we walk before we run? 📝
Here's what you can expect to see this week across markets and commodities
Australian miners jump on firmer iron ore prices
Here's what's moving in the markets today
Is gold truly unstoppable? 📝
Here's what we can expect to see this week across markets
Copper miners rise, tracking prices of the red metal
Here's what's moving in the markets today
Shares of copper miners up, as copper prices extend gains to a 5-month peak
Here's what's moving in the markets today
What Trump Means for Mining in the US 📝
Plus sentiment on socials, market update and opportunities in mining stocks.
BHP and RIO are betting BIG on copper (and they have good reasons!)
BHP & Rio Tinto are the world's largest mining companies. $237 billion in market value*, combined. As leaders, their outlook is a crucial signal for investors. Here's what they see ahead for copper: BHP views long-term fundamentals as favourable. Commodity demand to be supported by: population/economic growth energy transition data centres (AI) substitution/thrifting However, commodity … Continue reading BHP and RIO are betting BIG on copper (and they have good reasons!)
This copper chart predicts exploration budgets for 2025 📝
What a month! Let's see what you (may have) missed.
Glencore’s copper 2040 outlook is DARING
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
Lithium giants Albemarle, SQM gearing up for growth in EVs and the battery supply chain
Albemarle & SQM are 'top dogs' in lithium production. Combined market value is just under $47B. Their 2023-2030 outlook gives clear insights into what's ahead for investors, EVs and the battery supply chain. Here's your summary: Before we dive in, note both: produce lithium carbonate/hydroxide, and more. grew revenue exponentially in 2022, due to higher … Continue reading Lithium giants Albemarle, SQM gearing up for growth in EVs and the battery supply chain
BHP and RIO see the copper future (and they are showing us)
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)
These 10 copper deposits can ignite the energy transition and add 200b lbs of metal supply
There is no decarbonisation without copper, and we've been underinvesting for over a decade. However, there are projects in the pipeline, if we can get past roadblocks... Here's your list of 10 deposits that could ignite the #energytransition, and bring over 200b lbs in supply 1 🇺🇸 Pebble $NDM.TO Located in Alaska, and potentially a … Continue reading These 10 copper deposits can ignite the energy transition and add 200b lbs of metal supply
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