Nine low-cost information sources for mining investors, from commodity news to price data, plus a bonus.
Top 9 cheap information sources for mining investors
Glencore’s copper 2040 outlook is DARING
Glencore's 2040 copper outlook: supply falling 36% from operating mines and projects alone, against demand of around 60Mt.
FAQ (with insights from fellow mining investors and industry insiders)
Here's a compilation of typical questions investors have, with some magnificent answers from the community:
The Mining Investor Toolkit (and how it can help you become a better investor)
How the Mining Investor Toolkit grew from long-form posts into PDFs and a subscriber-only mini-course.
Tools and resources (including 3rd party)
This list will be periodically updated as new tools are added
Get started with copper and ignite your portfolio (in a good way!)
Copper is the most important metal. While prices have been weak recently, this remains true: No copper, no energy transition! Hence, here's your “Copper Investing 101” to help you start or expand your exposure:
Exploration methods: geophysics
Investors need an understanding of the tools and techniques used, as these insights will help conduct due diligence and research.
Here’s exactly where copper is headed in 2024… buckle up!
Why the 2024 copper outlook changed: bank forecasts shifted after a gloomy LME Week, with China a key factor.
The truth about uranium investing is peeking through… and here’s why you should care
Nuclear remains deeply controversial. Yet recent geopolitic struggles have reignited the flame sending uranium (and many related stocks, producers and explorers alike) higher. There are many reasons to be bullish:
US proposes changes to the IRA in move to exclude China (and Russia) from benefits
Proposed US IRA changes would exclude EVs with Chinese or Russian content from subsidies. Implications for lithium and EV investors.
Rare earths basics for investors
Rare earths are in fact, not rare. This niche mining market was recently forecast to grow by 6x by 2030. But geopolitics are complicating it all for investors. Here's your REEs 101 (to enter or better understand this unique sector):
Mining tenements and properties
Mining properties are at the core of value creation in the sector. Both in a legal sense and within the mining lifecycle, the underlying properties are unique entities with specific rules and jargon.
10 Awesome (and Cheap) Tools Every Mining Investor Needs
Ten affordable tools for mining investors, covering research, tax reporting and sentiment tracking.
Invest in Mining Stocks Like a Pro (Without a Geology Degree)
You don't need to be a geologist to invest in mining. There, I said it. I'm not a geo. And I'm glad as this gives me a different perspective. Here's how I did it (and you can too):
Best books for every mining investor
Books for mining investors, from geology and mining economics to ore-forming processes, plus my all-time favourite.
Module 6: Additional Resources & Tools
Welcome to the Energy Transition Investing Course! We’re very excited to be sharing these strategies with you.
Module 5: Crafting Your Energy Transition Investment Thesis
Welcome to the Energy Transition Investing Course! We’re very excited to be sharing these strategies with you right here on the blog.
Module 4: Energy Transition Investment Strategies
Welcome to the Energy Transition Investing Course! We’re very excited to be sharing these strategies with you right here on the blog.
Module 3: Building Blocks for an Energy Transition Portfolio
Welcome to the Energy Transition Investing Course! We’re very excited to be sharing these strategies with you right here on the blog.
Module 2: Investing Basics and the Energy Transition
Welcome to the Energy Transition Investing Course! We’re very excited to be sharing these strategies with you right here on the blog.