The term ‘commodities’ relate to some of the most tangible physical assets out there — ore, mines, equipment, plants, and labour. But they’re also entangled with abstractions — inflation, aggregate demand, bond yields, and wider macroeconomic trends. Given that, how are we to determine what truly affects their prices? Well, there are many moving parts, and I’ve broken them down for you below…
Copper Stocks on ASX: Investing in the Australian Copper Market
Copper is a vital material in the global economy, whose importance has remained strong for decades.
However, with the global decarbonisation campaign and transition to cleaner technology, copper’s importance is only set to grow.
China Lights a Fuse Under the Copper Producers
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…
Monday Markets — Chile’s Bloody Past in Its Rise as the World’s Largest Copper Producer
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.
Higher Prices, Dumber Governments: The Copper Conundrum
Aussies are facing higher power bills in the near future. The government’s insistence on costly renewable projects is leaving us all out of pocket. The US could fall behind in securing a copper stockpile, so you need to listen to James Cooper as this supply issue magnifies…
Is Net Zero a Pipe Dream?
Today we’re discussing why going green is great for BHP, the futility of net zero, and the opportunities of investing in a catch-22 world.
Copper Crunch Predictions Grow
The net zero fixation is on all of our minds here at Money Morning. Critical minerals will continue to be a major theme and in major demand for years to come. Find out how the copper market is responding to this growing issue, and why James Cooper is insistent on investing in this space right now…