Investing in metals and mining requires a specific set of skills.
This toolkit is your one-stop shop to learn everything you need to know.
Mining Investing
Mining Investing includes 3 modules, Foundation, Life cycle and Tools.
In turn, each module has many sections, and is growing regularly.
Research
Exclusive research focuses on topics of interest for Mining, Energy Transition and related investing themes.
New items published every week.
Energy Transition Investing
Energy Transition Investing has 6 modules, each with 2 or more sections, 10 total.
Each lesson includes slides and audio narrations; modules end with a short quiz.
I’m a fan of your posts. Also an investor in many critical minerals companies like $ABAT, $CYDVF, $LAC, $AMLIF, $IONR
@Trade_Apes
Paola’s analysis on copper hits a key point: prices have tripled since 2016 while Chile’s production has been flat to down, with output mostly falling since 2020 despite the bull run. Supply constraints from the world’s largest producer are a real structural issue that deserves more attention. These kinds of fundamental imbalances in resources often create longer-term positive catalysts for the sector. Many of my copper mining investments, amongst the ones that failed, were prospects and projects that took between 3-10 years to develop into not only successful operations but profitable trades.
It’s a solid reminder to focus on actual supply/demand dynamics and company-level improvements rather than short-term price noise. Patience through the cycle usually rewards those who stay grounded in the fundamentals.
Valuable deep dive and clear chart.
@thedave2006