In this note, I cover how a new political cycle in Brazil may unlock a range of opportunities, with two areas where I see substantial potential for value creation in metals & mining.
Brazilian stocks are waking up
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.
The next copper giant has a built in kicker you may not expect 📝
Plus what we are watching this week, across commodities and stocks.
This choice could transform how we invest in mining for good 📝
Plus what we are watching this week, across commodities and stocks.
These minerals are headed for centre stage (finally!) 📝
Plus what we are watching this week, across commodities and stocks.
From a gold producer with BIG ambitions to a lithium surprise 📝
Plus what we are watching across commodities and stocks.
Believe it or not, I’m betting on these metals 📝
Plus what we are watching this week, across commodities and stocks.
Here are 6 worthy REE stocks to grow your exposure (plus a juicy bonus)
Let's face it. Rare earths are smoking hot.
Get ready: these players belong in your portfolio 📝
Plus what we are watching this week, across commodities and stocks.
Rare earth deposits
REEs are heating up but these elements are uniquely nuanced. Let's dig in:
This practice drains more value from miners than it creates 📝
Plus what we are watching this week, across commodities and stocks.
I dare you to read this and NOT invest in rare earths immediately
We are at a pivotal point for rare earths.
Copper focus, gold, or lithium… Have we been wrong all along? 📝
Plus what we are monitoring this week, across markets and commodities
These metals will be in every investor’s portfolio (yes, including you) 📝
Plus what we're watching this week, across markets and commodities.
The biggest challenge for metals and the energy transition 📝
Challenges ahead plus where investors can find opportunities through it all.
Investment is flowing to the energy transition
Sprott* manages several mining ETFs, and regularly puts out extensive research. They recently released a lengthy report on the minerals needed for the energy transition, with valuable insights for investors. Here are your key takeaways:
Crazy commodities (my belated 2023 recap plus what’s happening now in 2024)
A recap of 2023 and early 2024 in commodities, with links to my best analyses of copper, lithium and the major miners.
All you need when investing in copper, graphite and more. Ready, set, go!
Investing in mining and metals is a long-term passion of mine. Over the last 18 months, I posted several 101s and bull cases for most metals and minerals in our criteria to help others get started. Here are the best: