As leaders, their outlook is a crucial signal for investors.
This is where copper is going (and fast!), according to BHP & Rio Tinto
Here’s why everything is about to change for lithium
Everything is about to change for the white metal.
These miners have STRONG views on copper for 2026
(they see the metal set for the ride of a lifetime)
These banks are betting on a mineral-intensive world
(trillions of dollars of investment in key areas and commodities)
I reckon these miners will transform the copper market
(and give top majors a wild run for their money)
Here are 6 worthy REE stocks to grow your exposure (plus a juicy bonus)
Let's face it. Rare earths are smoking hot.
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:
I dare you to read this and NOT invest in rare earths immediately
We are at a pivotal point for rare earths.
Big or Small Mines? The Million Dollar (or Rather, Pound) Question
Supply may not come from where you'd expect...
Where are the mines of tomorrow coming from?
Let's breakdown current exploration strategies and investment trends.
These minerals are STRATEGIC for artificial intelligence
Minerals are critical in the race for tomorrow which has vast implications for investors and the markets.
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!)
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
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
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
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)
Solving these 2 challenges will keep copper investors in the game (including BHP, you and me)
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
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
Mining Investing Toolkit 