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 and SQM's 2023-2030 outlook: growth in EVs and batteries, and their exposure to Chile.
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.
Is Chile moving to incentivise lithium investment?
Chile may be moving to simplify and incentivise lithium investment. What reports suggest and why it matters.
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.