The global energy transition won’t happen without a supportive mining environment in Chile
Graphite Surges…Expect More Critical Metal Shortages
In today’s Fat Tail Commodities, James Cooper covers China’s shock announcement restricting graphite exports from 1 December. Given China supplies almost 100% of the refined graphite anode market, this could be a major blow for the multi-billion EV industry. But it won’t end there…this has the potential to spill across many other critical metals. Read on to find out why you should be preparing…
Does Upside Outweigh the Risks In the World’s Most Important Copper Producing Nation?
In today’s Fat Tail Commodities, James Cooper revisits Chile. With nationalisation remaining a key issue in the world’s most important copper producing nation, is now the time to step into this enticing province? According to James, there are mounting pressures on Chile’s government to step away from its nationalisation push. If it backs down, that could spur a surge of interest in the small number of explorers developing massive projects here. Read on to find out how James is positioning his subscribers for the potential windfalls on offer…
Navigating Capital Raisings in Junior Mining Stocks
I’ve had some of my Diggers and Drillers readers asking about capital raisings in the junior mining sector. I addressed those questions in a recent update to subscribers, and thought the content would also be of interest to Fat Tail Commodities readers. It’s all about capital raisings in the junior mining sector. Enjoy…
An Opportunity Awaits as Explorers Emerge from the Dust
In today’s Fat Tail Commodities, James Cooper reflects on the deep sell-off happening among junior mining stocks in 2023. Does this resemble the market woes of 2016 when the sector capitulated into a major cyclical bottom? Given the level of selling that’s taken place it’s not far off…except key differences remain. Read on to find out what they are…
A Sneak Preview of Commodity Markets for 2024…
In today’s Fat Tail Commodities, James Cooper unpacks the latest commodity report from Australia’s Department of Industry. Yet again, government economists are forecasting lower prices ahead. But don’t let the numbers fool you. The world’s largest and most connected miner recently released its own projections, painting a much rosier picture for 2024 and beyond…read on to find out more.
Sneak Preview — Innovation will be King in This Coming Boom…
In today’s Fat Tail Commodities, James Cooper offers a sneak preview of his latest report to Diggers and Drillers subscribers. He explains why the critical metal boom is crucial for diversifying Australia’s iron ore dependent economy and the Australian companies positioning for major upside from this trend. Read on to discover more…
Chalice Mining…Why this Sell-off Matters for Future Supply
Ask a geologist to name the number one greenfield discovery in Australia and there’s a good chance they’ll give you the name of Chalice Mining’s Gonneville deposit. Yet, despite harbouring key ingredients for the green energy transition, Chalice’s share price has plummeted in recent months. The company has fallen around 70% since April 2023. It begs the question…what will it take to get global capital back into the junior mining sector? Read on…
A Visit to Michigan’s Ancient Copper Mines
James Cooper details his recent visit around the famed copper mining district in Michigan’s northern Keweenaw Peninsula. An important copper producing region that once provided around 95% of America’s entire copper needs. But there’s some deep mysteries held in the old copper country. Read on to find out more…
Sneak Peak: Use the August Sell-off to Add this Mining Service Powerhouse
In today’s Fat Tail Commodities, James Cooper shares a snippet of his latest Diggers and Drillers recommendation. The company profiled in this latest report offers a unique opportunity, a chance to gain upside from higher commodity prices without the operational or discovery risk associated with mining and exploring… So read on to find out more! PLUS…be sure to watch our controversial NOT ZERO presentation…streaming now!
