Outlook – Page 2 – Mining Investing Toolkit

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.

Why the 2024 copper outlook changed: bank forecasts shifted after a gloomy LME Week, with China a key factor.

Citi sees copper reaching $15K/t by 2025. A summary of its case and why it expects heavy investor demand.

Albemarle and SQM's 2023-2030 outlook: growth in EVs and batteries, and their exposure to Chile.

BHP and Rio Tinto's outlooks from the Bank of America conference in Barcelona, and what they say about copper demand.

Lithium has gone mainstream. The most widely held lithium stocks across about 50 large banks, funds and asset managers.

How Berkshire Hathaway's businesses, including its energy arm, point to copper, based on the 2023 shareholder meeting.

JP Morgan's copper note: refined demand growing 2.5% a year to 2033 and energy transition demand rising 11% a year.

An update on Goldman Sachs and lithium, after its 13F filings and news since November, plus my view on prices.

Goldman Sachs and Credit Suisse turned bearish on lithium. A summary of what happened and why I see it differently.

Four challenges ahead for lithium: rising costs, concentrated supply, lofty projections and the energy transition bottleneck.

As lithium gains ground, graphite follows. Why it matters for batteries and which companies offer exposure.

Ten copper deposits that could add over 200b lbs of supply to the energy transition, and the obstacles they face.

Copper discoveries have fallen sharply over the past decade. Why that matters as demand grows, and some names for exposure.

Benchmark Mineral Intelligence's five reasons lithium oversupply is unlikely, in response to Goldman Sachs.

Nickel's share of EV batteries rose from 8% to 13%. A look at the trend and some companies with exposure.