In today’s issue of Fat Tail Commodities…James Cooper goes in-depth to uncover the research that indicates a major energy crisis in the 2020s. Governments have forced investment away from traditional fossil fuel sources assuming renewables would take up the slack. But the data suggests there are simply not enough critical metals to make this happen. Read on to find out more…
By James Cooper,
In today’s edition of Fat Tail Commodities, James Cooper explains why geopolitical tension between China and the West offers a generational opportunity for India, Mexico and Southeast Asia. Read on to find out why this could be a critical theme for commodity markets in the years ahead…
By James Cooper,
In today’s issue of Fat Tail Commodities, James Cooper looks at the beleaguered graphite market and suggests timing could be ripe to jump into this long-term investment opportunity. He looks at the African-based graphite producer Syrah Resources’ highlighting the problems at the company and potential opportunities for investors. Read on to find out more…
By James Cooper,
It’s been a tough few weeks for the gold bulls. It was only two months ago we had them screaming from the roof calling for a gold ‘breakout’ into all-new highs! It’s been the catchcry for the gold bulls in 2023…nations in the east buying gold as a possible move away from the US dollar in international trade. Yet, despite the buying spree, gold futures continue to weaken. Why? Read on…
By James Cooper,
In today’s issue of Fat Tail Commodities…James Cooper sits down with industry insider Hedley Widdup. Hedley is a trained geologist who runs the resource focussed fund, Lion Selection Group. He offers his key insights, his take on the recent weakness being felt across the resource sector, and the emerging opportunities.
By James Cooper,
In today’s Fat Tail Commodities, James Cooper looks at the stimulus announcements from China and why this matters for commodities…particularly copper. It marks a sharp change in tactic by the People’s Republic of China (PRC) as it looks to tackle deflationary pressures. Not surprisingly copper stocks are beginning to move…
By James Cooper,
James Cooper uncovers the research that points toward much higher energy volatility for the remainder of this decade. The reason? Governments have forced investment away from traditional fossil fuels assuming renewables would naturally take up the slack. But the most comprehensive data available suggests there are not enough critical metals to make this happen. Read on to find out how you can take shelter from this emerging energy crisis…
By James Cooper,
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,
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