Here’s what Freeport McMoran sees ahead for copper (and how they can bring significant upside to your portfolio)

Posted on by The Toolkit

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)

Glencore’s copper 2040 outlook is DARING

Posted on by The Toolkit

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!

Posted on by The Toolkit

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!

This is where you’ll find investment opportunities in Latin America

Posted on by Synergy Resource Capital

Stop. What if I told you there's a region with: • abundant opportunities across metals, energy and tech, • highly undervalued, yet • poised for growth? Well, there is. Let's talk about investing in Latin America, shall we? Here's what I'll cover today: Investment Agribusiness Metals & mining Technology & innovation Energy & related infrastructure … Continue reading This is where you’ll find investment opportunities in Latin America

The copper conundrum… is it really an issue?

Posted on by The Toolkit

Indeed, it is. We're in for a rude awakening. The average rate of discovery for copper deposits has fallen dramatically in the last decade. The problem? We'll need many more deposits to respond to demand… 📊 S&P Global Market Intelligence Why is that? Copper has been fundamental to electrification so far due to its many … Continue reading The copper conundrum… is it really an issue?