Plus what we are monitoring this week, across markets and commodities
Copper focus, gold, or lithium… Have we been wrong all along? 📝
These metals will be in every investor’s portfolio (yes, including you) 📝
Plus what we're watching this week, across markets and commodities.
From chaos to opportunity 📝
Here's what we expect to see this week across markets, mineral commodities and related stocks:
Big or Small Mines? The Million Dollar (or Rather, Pound) Question
Supply may not come from where you'd expect...
Is gold truly unstoppable? 📝
Here's what we can expect to see this week across markets
What Trump Means for Mining in the US 📝
Plus sentiment on socials, market update and opportunities in mining stocks.
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.
Copper: THIS is only the beginning 📝
What a month! Let's see what you (may have) missed.
Questions to ask when analysing mining M&A
Whenever a company is involved in a potential deal, these are the questions to ask:
The copper party is on! 📝
What a month! Let's see what you (may have) missed.
Copper bulls are moving… 📝
What a month! Let's see what you (may have) missed.
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.
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.
BHP and RIO see the copper future (and they are showing us)
BHP and Rio Tinto's outlooks from the Bank of America conference in Barcelona, and what they say about copper demand.
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.