Australia is a land rich in natural resources, and we have often benefitted from the richness these resources provide us. As a major trading country, we are also economically dependent on these mineral and energy resources — particularly iron ore, uranium, and natural gas.
Given that we depend on these resources so much, economic downturns and the end of the mining boom in 2012 have shown just how much Australia relies on traditional mining projects.
Concerns about depletions and scarcity of resources, along with environmental considerations, have made it abundantly clear that new mining solutions and technologies are required if Australia is serious about the future of the industry.
Are you ready for the next rally for gold stocks? I have a feeling that it might be less than a month away. But before you get carried away with randomly buying gold producers, let me share a few insights with you regarding the market and the conditions on the ground. Knowing this will help you increase your chances of success in choosing the right companies and looking at the right indicators to time your trades.
Miners have a daunting task ahead: to provide the critical minerals necessary for the energy transition. Whether targets are met or not, there’s no doubt in that a lot of effort and money will be thrown into developing critical mineral supply chains and value-adding capabilities.
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.
We’ve been a lucky country in many ways. We managed to ride an unprecedented property boom back then given the Reserve Bank of Australia reduced the interest rate and our government spent billions propping up our economy. For this, many Australians are complacent about what could happen in the future. Even the rapid interest rate rises in the past year haven’t really hit home yet. But should the economy slow down significantly as the fallout of rising interest rates and mortgage repayments hit, would these be enough?
Inflation falls faster than expected in the US. This short-term silver lining may be eclipsed by brewing concerns over copper. The EU is scrambling to ensure it meets demand with new supply, but it may be too little, too late. Find out how you can capitalise upon this developing megatrend…
Things are getting tough out there. In a system based on confidence and debt, the two are taking a hit as discussions on the US debt crisis continue and banks tighten lending. In a situation like this, real assets like commodities could do well.
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