For decades, Chile has sat unchallenged at the top of global copper production. The next chapter may require looking just a little bit east.
The next frontier for copper
From a gold producer with BIG ambitions to a lithium surprise 📝
Plus what we are watching across commodities and stocks.
To ‘gold or not to gold’, that is the question 📝
Here's what we expect to see this week across markets and commodities
Gold seems to be everyone’s favourite 📝
What we can expect this week
This copper explorer is ready to *rock* and roll: NGEx Minerals 📝
For this analysis, we'll look at 9 tightly related concepts, analysing a recent news release. A brief background is provided as well as a preliminary opinion.
Copper: THIS is only the beginning 📝
What a month! Let's see what you (may have) missed.
Is the Australian mining sector changing FOR GOOD? Here’s my take
My takeaways from the RIU conference in Sydney: a strong gold focus, a domestic tilt and what it says about Australian mining.
Turns out investing in copper is not a sprint but a marathon 📝
Due to their massive scale, copper deposits are some of the most difficult to finance and build.
Lithium is finally mainstream (I have proof!)
Lithium has gone mainstream. The most widely held lithium stocks across about 50 large banks, funds and asset managers.
These 10 copper deposits can ignite the energy transition and add 200b lbs of metal supply
Ten copper deposits that could add over 200b lbs of supply to the energy transition, and the obstacles they face.
The puzzle of investing in gold stocks: 5 things you must know before jumping in
Five things beginners should know about gold stocks, from technical terms to jurisdiction risk and exploration odds.
Yes, I am bullish on Argentina… and not afraid to say it!
Why I'm bullish on Argentina: a shift in the investment climate, more companies and exploration, mainly in lithium, gold and copper.
Argentinean conundrum. Part 2: Yes, it is time to go back!
Argentina one year on: lithium's price rise, the opening to investment and the wave of companies that entered in 2016.
The Argentinean conundrum: Is it time to go back?
Argentina's first 70 days under President Macri: currency controls lifted, export taxes removed and what it means for mining.