Copper Investig Videos

10:05

Resource Talks

Avoid Copper Exploration Stocks

Fernando Ganoza, a copper expert with decades of experience in copper mining and exploration in South America, told me to stay away from green-field copper explorers as "they are too risky". During the full conversation, we discussed Atico Mining. You can watch the full conversation for free: https://resourcetalks.com/copper/atico-aty-copper-exploration-development-production-in-1-company/ Fernando is the CEO of Atico Mining, a small copper producer with a producing asset in Colombia, and a development asset in Ecuador. In this clip, you witness a portion of the full conversation that Fernando and I had on March 1. In this portion we talked about what copper stocks Fernando likes, what makes a good copper stock, and even what makes a bad copper stock. Fernando told me that he likes junior copper producers who have their own cash flow, as that diminishes dilution, but he also wants to see exploration and development potential that can grow the company over decades of execution, which is why he runs his own company that way. Other than that, when it comes down to the bigger copper companies, Fernando likes Capstone & Copper Mountain. A good quote from this conversation is: "Even the best management team can't work wonders. If the asset is lousy, don't bother". Being in South America, I asked Fernando if that's still a safe mining jurisdiction for copper because we do hear a lot about corruption, crimes, and other bad signs. Fernando told me that those are all true, but that doesn't make it impossible to develop a good asset, as long as you have people who know and understand that jurisdiction. Timestamps: 00:00 Which copper companies does Fernando like? 02:00 What makes a good copper stock? 04:15 What makes a bad copper stock? 06:10 Is South America safe for copper investments? 09:00 What will move copper in the next 10 years? This video should not be considered investment advice of any sort. The contents of this video are general and impersonal in nature. No trading recommendations are being made in this article. Be diligent and do your own research before risking your capital. The investment decisions of the author are based on their own investor profile. This includes, but is not limited to, their risk profile, their cash balance, and their debts. The author likely has a higher risk appetite than yourself. That’s why you may never assume anything on this website to be personally tailored to your situation. Resource Talks, nor the author of this article are registered advisory services and we do not give investment advice. Our comments are an expression of opinion only and should not be construed in any manner whatsoever as recommendations to buy or sell a stock, option, future, bond, commodity, or any other financial instrument at any time.

The World Ends, or Copper Goes up - Jason Cubitt

09:30

Resource Talks

The World Ends, or Copper Goes up - Jason Cubitt

Jason Cubitt, CEO of a drill-ready copper exploration company talks briefly about his view on copper, copper prices, the copper bear cases, what copper companies to look into and what copper companies to stay away from. During the full interview, Jason and I discussed Solis Minerals more in-depth. Watch the full interview (for free) here: https://www.baby-investments.com/interviews TIMESTAMPS: 00:00 Mandatory notice 00:30 Has copper ran ahead of itself? 01:10 Is the high price going to add too much supply of copper? 02:40 Copper bull market length & width 03:28 Does copper have a bear case? 05:10 What copper companies are worth looking into? 07:10 What copper companies to stay away from? 08:30 Closing thoughts Although I greatly appreciate your presence here, you shouldn't appreciate mine and you shouldn't put any importance on what I have to say, what I do nor what I think. I'm an inexperienced 26-year-old who has a high risk appetite and will likely lose a lot of money before he learns how not to. So, please seek professional investment advice and don't take actions on anything said in this video. Before continuing, you must read and understand the full disclaimer which is displayed at the beginning of this video. Although this is not a sponsored interview, I am currently in talks with Solis Minerals to become a paying customer of my website. I might at a later point become a shareholder of Solis Minerals by buying shares in the open market. If that were to occur, I would be benefited by an increased interest in the stock. This makes me biased. I, and/or the guest, might own or have interest in some and/or all of the companies mentioned herein. Please consider both of us biased and don't put any importance on our opinions.

Copper to Outperform Uranium Over the Next Decade - Lobo Tiggre

06:11

Resource Talks

Copper to Outperform Uranium Over the Next Decade - Lobo Tiggre

Lobo Tigrre told me that he expects copper to outperform uranium over the next decade as the supply-demand fundamentals for copper are much more severe than those of uranium, according to him. In the full conversation, Lobo Tigrre told me about his view on the potential for an upcoming stock market crash and how he expects commodities to perform during that crash. We covered gold, silver, uranium and copper. You can listen/watch to/the full conversation over here: https://www.baby-investments.com/interviews Lobo Tigrre told me that if you combine the structural supply constraints that the copper industry is now faced with, with the increased demand from the electrification of the world, you would see that we're just at the beginning of a multi-year bull run in copper, which could outperform uranium over the next decade. Although copper is at a relatively high price now (roughly $4/lbs) and that could incentivise new production to come online, putting a copper mine into production is not as easy and it takes time, Lobo Tigrre told me. "We just don't have enough copper mines, and the average time to develop a mine is 10 years". So, it could be over 10 years for enough mines to come online to change the fundamentals of the copper industry. All of this leads Lobo to believe that, while copper might be volatile and while we might go through a correction in the near term, in the long-term, copper could outperform uranium. Towards the second part of this short clip, Lobo Tigrre also told me which copper stocks he expects to outperform uranium. TIMESTAMPS: 00:10 Why copper? 01:42 Is $4 copper enough for new production? 04:00 Copper to outperform uranium? 04:40 Which copper stocks will outperform? 06:10 Closing thoughts Although I greatly appreciate your presence here, you shouldn't appreciate mine and you shouldn't put any importance on what I have to say, what I do nor what I think. I'm an inexperienced 25-year-old who has a high risk appetite and will likely lose a lot of money before he learns how not to. So, please seek professional investment advice and don't take actions on anything said in this video. Before continuing, you must read and understand the full disclaimer which is displayed at the beginning of this video.

Daniel Earle: Copper Prices to Reach Multiples of Previous Highs

48:07

Palisades Gold Radio

Daniel Earle: Copper Prices to Reach Multiples of Previous Highs

Tom welcomes a new guest to the show President and CEO of Solaris Resources, Daniel Earle. Daniel's background is in mining engineering from the Lassonde Mineral Engineering Program at the University of Toronto. In addition, he has worked in several areas, including banking, commodity forecasting, and financial analysis. To subscribe to our newsletter and get notified of new shows, please visit http://palisadesradio.ca What attracted him to Solaris was the large likely, economically viable deposit. In addition, copper is in the first part of a healthy new price cycle. This cycle's copper performance could be much bigger than previous cycles. This is due to long-term trends like green energy that continue to intensify. Past market cycles were dominated by mega mines that could expand to bring on additional supply. However, most of these mines are rapidly running out of resources, and most have declining grades. Numerous new mines will need to be built because the old mines are played out. Peak copper production should occur around the middle of this decade, and demand is expected to grow. As a result, he expects the gap between supply and demand to widen dramatically by the end of the decade. China will increasingly dominate the copper market, and today their demand represents half of the world's copper supply. Moreover, their policies around electrification of everything and reducing emissions will only increase their needs for the metal. Chile has around 28% of the world's copper supply, and we see a dramatic shift leftwards in their political system. The predicted next president has a communist background, and this political move has severe risks for projects in this region. Most projects will be likely be shelved or halted by mining companies. Similar political moves toward socialism are occurring in Peru, which produces 10% of global copper. In contrast, Ecuador has opened up its country to mining and sees considerable economic benefits from that shift. Daniel discusses their flagship project and credits its discovery to David Lowell. David was at the center of the Solaris story, and two-thirds of worldwide copper discoveries resulted from his porphyry model. Timestamp References: 0:00 - Introduction 0:37 - Daniel's Background 4:03 - Why Solaris & Copper? 7:28 - Supply/Demand Picture 10:20 - Peak Copper When? 11:26 - Copper Cycle Length 14:26 - Copper Substitutes? 16:35 - China Dominance 20:46 - China Metal Reserves 22:30 - Strategic Importance 24:45 - Jurisdiction & Risk 29:27 - Ecuador & Mining 34:36 - ESG & Mining 36:56 - David Lowell 41:04 - Augusta Group 43:17 - Concluding Thoughts Talking Points From This Episode - Daniel's background and experience in the mining sector. - Copper supply and demand, electrification, and jurisdictional risk. - Demand and future growth from China for copper and electrification. - David Lowell's porphyry theories, copper discoveries, and philanthropy. Guest Links: Twitter: https://twitter.com/DanielEarle3 Website: https://www.solarisresources.com/ Daniel Earle is President & CEO of Solaris Resources and Director of the Augusta Group. He has over 17 years of experience in the mining sector and capital markets, covering projects ranging from early-stage exploration through feasibility and engineering to production. Before joining Solaris in November 2019, he was a Vice President and Director at TD Securities, where he covered the mining sector for over 12 years and established himself as a thought leader in the space. Prior to joining TD Securities in 2007, Mr. Earle was a senior executive with several Canadian and U.S. public mineral exploration and mining companies. Mr. Earle sits on the Board of Directors of Augusta Gold Corp. and is a graduate and scholar of the Lassonde Mineral Engineering Program at the University of Toronto. #DanielEarle #Copper #Mining #Juniors #China #EV #Jurisdiction #Chile #Peru #Ecuador #Geology

ARTICLES THAT I'LL READ TODAY

Column: China goes from driver to brake for crude oil, iron ore and copper: Russell

China has switched from driving global demand for major commodities to being a drag on growth, with July's customs data confirming the weakening trend for imports of crude oil, iron ore and copper.

by Reuters

Goldman recapitulates $5 a pound copper price by end of 2021

In a new research note, Goldman Sachs says the copper price is “poised for the next leg higher” as short term headwinds fade and fundamentals point to a significant demand boost further out.

by Mining.com

Record profits and blockbuster dividends: Here come the miners

The world’s biggest mining companies are about to start revealing how much cash they’re churning out from this year’s commodity boom. Look out for record profits followed by eye-watering dividend payouts.

by Mining.com

Rerating: Top 50 mining companies double in value from covid low

Despite gold losing sight of last year’s record, a cooled copper price and iron ore markets that will struggle to move higher from current levels, MINING.COM’s ranking of the world’s 50 most valuable miners marched to a new high of $1.47 trillion at the end of the second quarter.

by Mining.com

Copper: Flying Blind Over The Summer

The changing macro narrative and the unwinding of reflation trades is rippling through the metals market.

by ING Economic and Financial Analysis

Dawn of a mining supercycle. Are you taking the fizz?

Published on Thursday, a new Wood Mackenzie forecast for the green energy transition, or GET™ is, for good reason, already in wide circulation.

by Mining.com

Next mining supercycle will be different than any other

Another commodities supercycle is on the horizon, but it will be different from any that have come before, Wood Mackenzie asserts in its latest report.

by Mining.com

GRAPHIC: Metals recycling to be a key plank for cutting emissions

Consumer awareness of carbon emissions from the production of metals for the energy transition will eventually energize the recycling industry and stimulate searches for substitutes that could spoil the party for miners.

by Reuters

Fund managers give copper a wide berth as China cools

Fund managers have been reducing their exposure to copper as the market heads into what is normally a seasonally weak spot for demand.

by Andy Home

Forecasts morph into reality as tech metals fundamentals heat up

The world is at the start of an exponential upswing in demand for the suite of technology metals as a global top-down push for the energy revolution accelerates, Ryan Castilloux, managing director of Adamas Intelligence, tells The Northern Miner.

by Henry Lazenby

Ride The Boom In Copper And Agriculture Commodities For Alpha And Income Growth

The great post-pandemic commodity boom is upon us, and I am bullish on copper and agriculture commodities.
FCX is my preferred vehicle to ride the copper boom.
UAN is my preferred vehicle to ride the agriculture boom.

by Long-Term Business Investor

Royalties reform could dampen investors’ appetite for Chile’s copper sector – report

Proposed changes to Chile’s mining royalty regime will not have a drastic impact on the country’s production landscape in the near-term. However, analysis from global consultancy Wood Mackenzie, indicates there is clear risk the amendments could compromise continued appetite to make large-scale, long-term investments in Chile’s copper sector.

by Mining.com

CHART: Study predicts over 400% increase in copper, lithium, nickel battery demand

BloombergNEF has upped its predictions for annual demand for lithium-ion batteries by more than a third from its previous forecast on the back of expectations for rapid growth in the passenger vehicle segment.

by Mining.com

Inflation, Commodities, Housing, And Silver

For all the talk about the pullback in lumber and copper prices and the comfort some in the ‘transitory’ camp are taking in that, the CRB raw industrials index has rallied back to within .3% of its 10 yr high

by King World News

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EMX Royalty Files Amended and Restated Timok Project Technical Report on SEDAR

EMX Royalty Corporation is pleased to announce the filing on SEDAR of an amended and restated Timok Project Technical Report entitled: "NI 43-101 Technical Report - Timok Copper-Gold Project Royalty, Serbia" dated July 21, 2021 and with an effective date of December 31, 2020 prepared by Mineral Resource Management LLC ("MRM").

by EMX Royalty

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Sierra Metals Subsidiary in Peru, Sociedad Minera Corona Reports Q2-2021 Financial Results

Sierra Metals Inc. announces the filing of Sociedad Minera Corona S.A.'s ("Corona") unaudited Financial Statements and the Management Discussion and Analysis ("MD&A") for the second quarter of 2021 ("Q2 2021").

by Sierra Metals

ARTICLES THAT I'LL READ TODAY

Copper price: After China ban, Australia had no problem finding new concentrate buyers

Copper was an early victim of the increasingly fraught relations between Canberra and Beijing and Chinese imports of concentrate have fallen off a cliff since November last year under a ban that was never made official.

by Mining.com

ARTICLES THAT I'LL READ TODAY

World’s top copper mine moves step closer to strike over wages

Union leaders at Escondida are calling on workers to reject owner BHP Group’s final wage offer, raising the possibility of a strike at the world’s largest copper mine at a time of tight global supplies and high prices.

by Mining.com

ARTICLES THAT I'LL READ TODAY

Bandits steal truckloads of copper worth millions in southern Africa

Crime gangs have stolen dozens of truckloads of copper owned by miners and traders including Glencore, Trafigura and Traxys this year as they were heading to ports in southern Africa, three sources with direct knowledge of the matter said.

by Mining.com

ARTICLES THAT I'LL READ TODAY

Jervois to buy Freeport copper for US$160M

Jervois Mining has unveiled major corporate transactions aimed at it becoming a globally significant cobalt company including an underwritten A$313 million equity raising that’ll fund the US$160 million acquisition of a refining and specialty product business in Finland called Freeport Cobalt.

by Mining Journal

ARTICLES THAT I'LL READ TODAY

Copper price highest in 6 weeks as flooding in China raises supply concerns

Copper prices jumped on Monday as floods in China sparked demand hopes at a time when inventories are falling.

by Mining.com

ARTICLES THAT I'LL READ TODAY

Vox Royalty Receives Legacy US$1M Payment and Acquires Latin American Royalty Portfolio

Vox Royalty Corp. a high growth precious metals focused royalty company, is pleased to announce that it has executed binding agreements with Titan Minerals Limited ("Titan") (ASX: TTM) to acquire four Peruvian gold, silver, and copper royalties (the "Royalty Portfolio") for total cash consideration of US$1,000,000.

by Vox Royalty

ARTICLES THAT I'LL READ TODAY

Cyberattack disrupts main African cobalt, copper export hub

A cyber attack has disrupted container operations at the South African port of Cape Town, affecting its operating systems.

by Mining.com

ARTICLES THAT I'LL READ TODAY

EMX Royalty Executes Agreement to Sell Its Svärdsjö Project in Sweden to District Metals

EMX Royalty Corporation is pleased to announce the the execution of an agreement for the sale of its Svärdsjö polymetallic project (the "Project") in Sweden to District Metals Corp.

by Yahoo Finance

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Rio Tinto reaches deal to review Bougainville copper mine impact

Rio Tinto Ltd (RIO.AX) said on Wednesday it has reached an agreement with stakeholders of the Bougainville community to look into potential environmental damage and human rights breaches at a copper mine it ran decades ago.

by Reuters

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Ivanhoe’s Kamoa-Kakula exports first copper concentrate

Ivanhoe Mines’ (TSX: IVN) massive Kamoa-Kakula mine in the Democratic Republic of Congo (DRC) has begun copper concentrate exports to international markets as the metal continues to trade close to all-time highs.

by Mining.com

ARTICLES THAT I'LL READ TODAY

Codelco plans India, Southeast Asia push to trim reliance on China

Chile state mining company Codelco, the world’s largest copper producer, will seek to quadruple sales in Southeast Asia by 2023 and push further into the Indian market in an attempt to reduce a strong reliance on sales to China, the company told Reuters.

by Mining.com

ARTICLES THAT I'LL READ TODAY

Antofagasta says drought could hit full-year production

Chilean miner Antofagasta (LON: ANTO) saw copper output fall 2.8% to 361,500 tonnes in the first half of 2021 and warned that full-year production guidance, unchanged for now, could be affected by the lack of rainfall in the area where its flagship mine is located.

by Mining.com

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Newmont Declares Quarterly Dividend of $0.55 Per Share

Newmont Corporation (NYSE: NEM, TSX: NGT) today announced that its Board of Directors declared a quarterly dividend of $0.55 per share of common stock, payable on September 23, 2021 to holders of record at the close of business on September 9, 2021.

by Newmont

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Copper Investig Videos

ARTICLES THAT I'LL READ TODAY

Column: China goes from driver to brake for crude oil, iron ore and copper: Russell

ARTICLES THAT I'LL READ TODAY

Goldman recapitulates $5 a pound copper price by end of 2021

ARTICLES THAT I'LL READ TODAY

Record profits and blockbuster dividends: Here come the miners

ARTICLES THAT I'LL READ TODAY

Rerating: Top 50 mining companies double in value from covid low

ARTICLES THAT I'LL READ TODAY

Copper: Flying Blind Over The Summer

ARTICLES THAT I'LL READ TODAY

Dawn of a mining supercycle. Are you taking the fizz?

ARTICLES THAT I'LL READ TODAY

Next mining supercycle will be different than any other

ARTICLES THAT I'LL READ TODAY

GRAPHIC: Metals recycling to be a key plank for cutting emissions

ARTICLES THAT I'LL READ TODAY

Fund managers give copper a wide berth as China cools

ARTICLES THAT I'LL READ TODAY

Forecasts morph into reality as tech metals fundamentals heat up

ARTICLES THAT I'LL READ TODAY

Ride The Boom In Copper And Agriculture Commodities For Alpha And Income Growth

ARTICLES THAT I'LL READ TODAY

Royalties reform could dampen investors’ appetite for Chile’s copper sector – report

ARTICLES THAT I'LL READ TODAY

CHART: Study predicts over 400% increase in copper, lithium, nickel battery demand

ARTICLES THAT I'LL READ TODAY

Inflation, Commodities, Housing, And Silver

Copper Investing Articles

Copper Watchlist

Copper Price Chart

Copper Investing News

ARTICLES THAT I'LL READ TODAY

EMX Royalty Files Amended and Restated Timok Project Technical Report on SEDAR

ARTICLES THAT I'LL READ TODAY

Sierra Metals Subsidiary in Peru, Sociedad Minera Corona Reports Q2-2021 Financial Results

ARTICLES THAT I'LL READ TODAY

Copper price: After China ban, Australia had no problem finding new concentrate buyers

ARTICLES THAT I'LL READ TODAY

World’s top copper mine moves step closer to strike over wages

ARTICLES THAT I'LL READ TODAY

Bandits steal truckloads of copper worth millions in southern Africa

ARTICLES THAT I'LL READ TODAY

Jervois to buy Freeport copper for US$160M

ARTICLES THAT I'LL READ TODAY

Copper price highest in 6 weeks as flooding in China raises supply concerns

ARTICLES THAT I'LL READ TODAY

Vox Royalty Receives Legacy US$1M Payment and Acquires Latin American Royalty Portfolio

ARTICLES THAT I'LL READ TODAY

Cyberattack disrupts main African cobalt, copper export hub

ARTICLES THAT I'LL READ TODAY

EMX Royalty Executes Agreement to Sell Its Svärdsjö Project in Sweden to District Metals

ARTICLES THAT I'LL READ TODAY

Rio Tinto reaches deal to review Bougainville copper mine impact

ARTICLES THAT I'LL READ TODAY

Ivanhoe’s Kamoa-Kakula exports first copper concentrate

ARTICLES THAT I'LL READ TODAY

Codelco plans India, Southeast Asia push to trim reliance on China

ARTICLES THAT I'LL READ TODAY

Antofagasta says drought could hit full-year production

ARTICLES THAT I'LL READ TODAY

Newmont Declares Quarterly Dividend of $0.55 Per Share