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.
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…
Market jitters galore spook investors. India could take up the mantle as the new growth engine for the world. Investors should prepare to take advantage of this Indian boom, and commodities and critical minerals will play a key role…
News from one of the world’s largest lithium-producing countries is creating plenty of uncertainty and could be an opportunity for Australia. Geopolitics is changing, and right now mining is at the centre of it all…
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…
Today, James Cooper outlines why you should be preparing your portfolio for a fierce bidding war amongst the world’s largest mining companies.
James Cooper outlines why Europe presents a unique opportunity for Australian miners and investors as European manufacturers look to source alternative supply chains.
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