Critical Minerals have been touted for their supply concentration; but rarely is oil put in that category. Yet three countries control almost half of the world’s supply.
About James Cooper
More from James Cooper
The Great Energy Pivot: Rewriting the Oil Trade [Part II]
Supply chain dominance of critical minerals has been used to push national agendas. What happens if energy is used as the next major coercive tool?
Part I: The Great Energy Pivot: How the Rules of Global Oil and Gas Are Being Rewritten
The old energy order is fracturing. Decades of balance between buyers and sellers is unravelling — and the suppliers are winning.
James Cooper is the editor for
Diggers and Drillers
A monthly newsletter that recommends small-to-mid-cap ASX-listed resource stocks primed to benefit from an anticipated resurgence in Aussie mining.
Mining: Phase One
Mining: Phase One is different from everything else we do here at Fat Tail Investment Research.
It’s only designed for a very small group of aggressive — but prudent — individuals who are looking for trade ideas in the most speculative end of the resources sector…exploration companies in the first stage of the mining stock lifecycle — ‘phase one’.
These kinds of stocks are near impossible to value because they generally have no existing resources and no revenues. As such, traditional forms of analysis are usually obsolete in this area.
To get an edge, you need to understand the rocks. As an experienced geologist, this is Editor James Cooper’s wheelhouse. His career spans 15 years working for some of the biggest and smallest resource companies in Australia and Africa.
His aim is to help you trade the next cyclical bull market in commodities using his personally developed system for investing in highly speculative, phase one miners.
