Discover the long-term investment potential in the copper market despite short-term weaknesses. Understand the crucial significance of the copper supply situation and its implications for investors. Explore why this issue demands attention as the global demand for copper grows in tandem with renewable energy infrastructure development.
By James Cooper,
Why is it important to understand the nationalisation of Chile’s copper mines in the 1970s? Well, nationalisation ALWAYS ends badly for investors. In fact, I have personal experience of this from working in Zambia a little more than 10 years ago.
By James Cooper,
In today’s issue of Fat Tail Commodities James Cooper revisits the lithium recovery and details why he thinks we’re still in the early stages of a major leg-up for the sector. But with prices rising once again, James believes car manufacturing CEOs are suffering from critical metal anxiety. Read on to find out more…
By James Cooper,
Today, James Cooper continues to discuss the longer-term implications of underinvestment in traditional energy sources…oil, gas, and coal. Yes, the world needs to end its reliance on fossil fuels, but we still live in an oil economy. With new discoveries at multi-decade lows, an energy crisis looms. With that comes the re-emergence of inflation. Read on to find out more.
By James Cooper,
In today’s issue of Fat Tail Commodities, James Cooper suggests that the inflation problem is far from over. With energy shocks on the horizon, 2023 may simply be the eye of a longer-term inflationary storm. It’s an uncomfortable reality that most investors would rather ignore. But despite the challenges, there are opportunities…energy and copper stocks will be the key assets to own. Read on to find out why.
By James Cooper,
In today’s issue of Fat Tail Commodities, James Cooper reassesses lithium. In late 2022, he described the commodity as a hyped-up one-hit wonder that was fully priced in as an investment theme. But is that still the case? With prices falling almost 70% since topping out in November 2022, the justification for getting into this sector is growing stronger. Read on to find out why…
By James Cooper,
James Cooper explores the growing M&A activity in the resource sector and how mid-cap developers are set to benefit from a fierce bidding war amongst the world’s largest mining companies. He outlines why the stage is set for this to occur and how you can position yourself to benefit. Read on to find out more…
By James Cooper,
Today, James Cooper outlines why you should be preparing your portfolio for a fierce bidding war amongst the world’s largest mining companies.
By James Cooper,
James Cooper outlines why Europe presents a unique opportunity for Australian miners and investors as European manufacturers look to source alternative supply chains.
By James Cooper,
James Cooper continues to see strength building in the copper sector, despite the metal fading away from the spotlight in recent weeks. But with the metal up around 7% since its low in March, quality stocks tied to this important commodity are building strong upward momentum. This is not an easy sector to invest in, but James offers some tips…
By James Cooper,
Investment ideas from the edge of the bell curve.
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