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
Houston, we have a (duration) problem
Plus what we are watching this week, across commodities and stocks.
Gold vs. oil: I bet you haven’t thought of this
Plus what we are watching across commodities and stocks.
This trend in critical minerals needs to blast off, now
Plus what we are watching this week, across commodities and stocks.
This billion-dollar mine has timely lessons for the whole mining sector 📝
Plus what we are watching this week, across commodities and stocks.
Copper is now critical in the US… and these projects may hit the JACKPOT 📝
Plus what we are watching this week, across commodities and stocks.
The next copper giant has a built in kicker you may not expect 📝
Plus what we are watching this week, across commodities and stocks.
I reckon these miners will transform the copper market
(and give top majors a wild run for their money)
Call me crazy but I think Newmont is just warming up
+100% YTD. Juicy. There are many reasons to like them but here are my favourites:
From chaos to opportunity 📝
Here's what we expect to see this week across markets, mineral commodities and related stocks:
When it comes to copper, should we walk before we run? 📝
Here's what you can expect to see this week across markets and commodities
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.
This copper chart predicts exploration budgets for 2025 📝
What a month! Let's see what you (may have) missed.
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.
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.
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.