Plus what we are watching this week, across commodities and stocks.
Houston, we have a (duration) problem
This is where copper is going (and fast!), according to BHP & Rio Tinto
As leaders, their outlook is a crucial signal for investors.
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.
Here’s exactly where gold is going in 2025… buckle up!
Gold had a cracking 2024. It reached an all-time high just below $2,780 in October, closing the year just above $2,600. Analysts expected it to end the year around the $2,700 mark. It almost did. Beyond that horizon…
BHP and RIO are betting BIG on copper (and they have good reasons!)
What BHP and Rio Tinto see ahead for copper: durable demand, with some volatility expected over the next 18 months.
Gold and the hidden perk of investing in the world’s largest gold miners
What the world's largest gold miners expect ahead, and why gold's durability is a hidden perk of holding producers.
Morgan Stanley and their STRONG opinion on #copper and gold
Morgan Stanley's revised copper price and supply estimates, plus its view on gold and why it hesitates to chase copper stocks.
Goldman Sachs’ view on commodities is SPOT ON
Goldman Sachs sees commodities returning about 15% as rates fall. Which ones it favours, and why selectivity still matters.
Crazy commodities (my belated 2023 recap plus what’s happening now in 2024)
A recap of 2023 and early 2024 in commodities, with links to my best analyses of copper, lithium and the major miners.
Here’s what Freeport McMoran sees ahead for copper (and how they can bring significant upside to your portfolio)
Freeport-McMoRan's copper outlook and how the US's largest copper producer compares with its peers.
This billionaire has BOLD views on copper for 2024 (and you’d be wise to listen)
Robert Friedland's views on copper in 2024: a tight physical market, a possible bottom and why $9,000/t may not be enough.
Solving these 2 challenges will keep copper investors in the game (including BHP, you and me)
Two challenges for copper investors: longer timelines from exploration to production, and too few advanced projects that reach it.