In this note, I cover the medium- to long-term trajectory of Chile’s copper production, how it relates to other top producers, and what this means for investors.
Can the world’s largest copper producer still grow production?
Oof… Gold is so last month! 📝
Here's what you can expect to see this week across markets
Shhhh… This may push copper MUCH higher 📝
Here's what you can expect to see this week across markets
Copper: THIS is only the beginning 📝
What a month! Let's see what you (may have) missed.
Lithium giants Albemarle, SQM gearing up for growth in EVs and the battery supply chain
Albemarle & SQM are 'top dogs' in lithium production. Combined market value is just under $47B. Their 2023-2030 outlook gives clear insights into what's ahead for investors, EVs and the battery supply chain. Here's your summary: Before we dive in, note both: produce lithium carbonate/hydroxide, and more. grew revenue exponentially in 2022, due to higher … Continue reading Lithium giants Albemarle, SQM gearing up for growth in EVs and the battery supply chain
Lithium is finally mainstream (I have proof!)
It was bound to happen. Lithium has elbowed its way into mainstream investing. You don't believe me? I looked into the holdings* of ~50 of the largest banks, hedge funds and asset managers. Here are the most widely held lithium stocks: 7. Standard Lithium $SLI 'By leveraging the existing infrastructure and operational expertise of the … Continue reading Lithium is finally mainstream (I have proof!)
Is Chile moving to incentivise lithium investment?
Promising. Chile, the 2nd lithium producer globally, may be gearing up to simplify & incentivise lithium investment, according to news reports. This could shift the landscape for the sector. Let's dissect 🧵 Reports say a bidding scheme process is in the works. https://www.emol.com/noticias/Economia/2023/03/01/1088056/licitar-litio-oficialistas.html Additionally, the Undersecretary of Mining, @willykracht said this to El Mercurio (leading … Continue reading Is Chile moving to incentivise lithium investment?
These 10 copper deposits can ignite the energy transition and add 200b lbs of metal supply
There is no decarbonisation without copper, and we've been underinvesting for over a decade. However, there are projects in the pipeline, if we can get past roadblocks... Here's your list of 10 deposits that could ignite the #energytransition, and bring over 200b lbs in supply 1 🇺🇸 Pebble $NDM.TO Located in Alaska, and potentially a … Continue reading These 10 copper deposits can ignite the energy transition and add 200b lbs of metal supply