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 this week’s episode of What’s Not Priced In, we speak all things commodities with James Cooper. We discuss how this cycle is different to the secular bear market experienced in commodities from 2012–16. We focus specifically on the carnage in the junior mining sector. James explains why this sector is the area speculative investors should be looking at to position for big gains in the years ahead.
I’ve had some of my Diggers and Drillers readers asking about capital raisings in the junior mining sector. I addressed those questions in a recent update to subscribers, and thought the content would also be of interest to Fat Tail Commodities readers. It’s all about capital raisings in the junior mining sector. Enjoy…
Today I’ll explore with you some high-level issues regarding mining, geopolitics and how the world is shifting amidst drastic events in recent times. Australia is in a unique position to benefit, as we hold a vast amount of resources that can dictate the destiny of countries whom we choose to partner with strategically. Many foreign investors realise this and have moved in to grab our assets. Will our government and business leaders act to protect our interests and improve our bargaining power? Whether they do or don’t, the opportunity is there for you now to get in early and while it’s selling for cheap.
In today’s Fat Tail Commodities, James Cooper reflects on the deep sell-off happening among junior mining stocks in 2023. Does this resemble the market woes of 2016 when the sector capitulated into a major cyclical bottom? Given the level of selling that’s taken place it’s not far off…except key differences remain. Read on to find out what they are…
Australia’s richest person, Gina Rinehart, has firmly put herself between a potential takeover of lithium-rich Liontown Resources and Global lithium giant Albermale after increasing her stake in Liontown again.
We left yesterday’s Money Morning with the idea that iron ore would be stronger, for longer, than most think. Now we can add further to our idea here thanks to BHP. Plus, while I won’t pretend to know a thing about the current situation in Israel, what I can tell you is that, right now, the markets don’t seem concerned that it’s going to break out into a wider flare up…
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