In today’s edition of Mining Memo, James Cooper revisits the uranium opportunity, summarising it in one sentence: just three countries absorbing 80% of global supply. This promises to be a tight market.
By James Cooper,
According to some sources, Australia holds the world’s largest thorium resource, but for the moment, it holds no commercial value. But if China revolutionises energy generation, that could change!
By James Cooper,
In a major win for Trump, Europe is fast-tracking its pivot away from Russian gas. Read on to find out which stocks will benefit the most.
By James Cooper,
According to sources, China is very close to solving the riddle of a powerful source of NEW energy supply; read on to find out why this could be game over for the West.
By James Cooper,
The pivot is underway: the shift back to reliable 24/7 energy. Read on to discover why you must revisit the energy investment theme.
By James Cooper,
Former geologist James Cooper reveals that the majors are shifting attention back to deepwater offshore basin exploration. In other words, marginal, high-cost wells. So, why are they interested?
By James Cooper,
Former geologist, James Cooper, shares the idea of a new start-up looking to tokenise unmined gold; potentially untapping a new funding source for capital-starved explorers.
By James Cooper,
As far as the world’s two largest superpowers are concerned, Africa’s mineral wealth remains up for grabs. Read on to find out why Africa’s minerals could be a geopolitical flashpoint in future.
By James Cooper,
The Lobito Railway Corridor in West Africa; this is one of the most essential elements in America’s future mineral strategy. Read on to find out why.
By James Cooper,
Argentina: This is like shooting a duck in a barrel for explorers… Modern exploration techniques, but searching unexplored ground resembling Chile from 50 years ago!
By James Cooper,
Investment ideas from the edge of the bell curve.
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