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Visualizing The Copper Investment Opportunity In One Chart
Visualizing The Copper Investment Opportunity In One Chart Copper is essential for clean energy applications such as solar panels, wind turbines, and electric vehicles (EVs), as well as for expanding electrical grids. The surge in demand for the metal, driven by the growing adoption of these technologies, presents a unique investment opportunity for early investors […]
The Copper Supply Shortage Is Here
The Copper Supply Shortage Is Here With the AI boom and green energy push fueling fresh copper demand, and with copper mines aging and not enough projects to match demand with supply, the forecasted copper shortage has finally arrived in earnest. Coupled with persistently high inflation in the US, EU, and elsewhere, I predict the industrial metal will surpass […]
World Could Be At The “Foothills Of The Next Copper Cycle”
World Could Be At The “Foothills Of The Next Copper Cycle” The world is sliding into a copper deficit over the next couple of years as one of the world’s largest copper mines was forced to shutter operations while demand for the refined metal remains elevated due to renewable energy infrastructure and electric vehicles demand. […]
The Copper Conundrum
The Copper Conundrum Photo by Denis Yosifov on Unsplash Copper is at the heart of everything electric. It is no exaggeration to say, that our entire “renewable, clean, green” future hinges upon its uninterrupted supply. In fact, according to a recently released report, we would need to mine more of it than what we did during the course of […]
The Energy Transition Will Run Through the Copper Gauntlet
The Energy Transition Will Run Through the Copper Gauntlet And it may not survive Image by Dijana from Pixabay Since the 2018 IPCC climate report laid out the calamitous consequences of our unbridled carbon emissions, every pathway published by academics and think tanks that claim to save us from ourselves involves the expansion of solar and wind […]
Glencore Says This Time Is Different for Coming Copper Shortage
Glencore Says This Time Is Different for Coming Copper Shortage (Bloomberg) — Glencore Plc added its voice to a chorus of miners warning of coming copper shortages, arguing that a “huge deficit” is looming for the crucial industrial metal. Chief Executive Officer Gary Nagle said that while some people were assuming that the industry would […]
New bull chart for $30,000 copper price: porphyries nearly mined out
New bull chart for $30,000 copper price: porphyries nearly mined out Bad moon rising over porphyry deposits. Radomiro Tomic, Chile. Image from Codelco. Predictions for copper at double or triple today’s level is a fairly recent phenomenon – and bears still outnumber bulls as to what’s next for the bellwether metal. Wall Street natural resource […]
Babine Lake Mines Leaking Dangerous Contaminants into Salmon Habitat, Say Critics
Babine Lake Mines Leaking Dangerous Contaminants into Salmon Habitat, Say Critics Advocates want greater oversight as a mapping project identifies more than 170 mines putting waterways at risk. Effluent from the Bell Mine, closed in 1992, remains in ponds near the shore of Babine Lake, a critical salmon habitat. Photo from SkeenaWild Conservation Trust. Two closed […]
“The Outlook For The Global Economy Has Deteriorated”: Oil, Copper And Lumber Are All Telling Us The Next Economic Downturn Is Here
“The Outlook For The Global Economy Has Deteriorated”: Oil, Copper And Lumber Are All Telling Us The Next Economic Downturn Is Here Oil, copper and lumber are all telling us the exact same thing, and it isn’t good news for the global economy. When economic activity is booming, demand for commodities such as oil, copper […]
After Noble, Here Are The Next 18 US Energy Companies To Be Junked
After Noble, Here Are The Next 18 US Energy Companies To Be Junked Following Noble Group’s downgrade to junk and “Enron moment,” we thought it worth considering who is next to be junked? Judging by the market’s expectations, there are now 110 credits that are rated “investment grade” but trade like junk, and as Markit’s Neil Mehta notes, this […]
The Financial Crisis Of 2016 Rolls On – China, Oil, Copper And Junk Bonds All Continue To Crash
The Financial Crisis Of 2016 Rolls On – China, Oil, Copper And Junk Bonds All Continue To Crash Never before have we seen a year start like this. On Monday, Chinese stocks crashed once again. The Shanghai Composite Index plummeted another 5.29 percent, and this comes on the heels of two historic single day crashes last […]
For Commodities, This Is The Next Great Depression
For Commodities, This Is The Next Great Depression While the “sell in 1973, and go away” plan had worked out for some in the commodity space, the destruction of the last decade has only one historical comparison… the middle of The Great Depression. The 10-year rolling annualized return for commodities is -5.1% – the lowest since 1938… During the same period […]
Plunging Commodities Interfere With The New World Order
Plunging Commodities Interfere With The New World Order Anglo American, a British company, and one of the world’s biggest miners, and a ‘producer’ (actually just a miner, how did those two terms ever get mixed up?!) of platinum (world no. 1), diamonds, copper, nickel, iron ore and coal, said today it would scrap dividends AND […]
