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 Fat Tail Commodities, James Cooper shares a snippet of his latest Diggers and Drillers recommendation. The company profiled in this latest report offers a unique opportunity, a chance to gain upside from higher commodity prices without the operational or discovery risk associated with mining and exploring… So read on to find out more! PLUS…be sure to watch our controversial NOT ZERO presentation…streaming now!
Oil is threatening to break US$100 again. We also have diesel ‘cracks’ at roaring levels now. Diesel prices are up 40% since May. Refiners — the businesses that buy crude oil and process it — are making a fortune for every drop of diesel they can bring to the market. That gives them every incentive to keep bidding up crude oil while this continues. That’s not a great signal for the economy in general. However, that doesn’t mean you can’t make a buck from this dynamic in the stock market…
A few weeks ago, I finished interviewing eight experts on Net Zero and the energy transition. I asked each of them the same question: which commodities do you see as the key shortages which will undermine Net Zero? They all came back with the same response…
In the words of George Soros — one of the greatest speculators of all time — we must ‘Find the narrative whose premise is false…and bet against it’. But where should we look? You want to hear about all the exciting things going on lithium, rare earths, and copper. However, here’s the reality. Iron ore is barnstorming its way towards US$120 a tonne…against all expectations. Read on…
When it comes to Australian lithium miners, we’ve seen plenty of activity recently. Albemarle has made another bid for Liontown, but it’s not the only company looking to snap up Australian lithium assets. There could be more to come…
In the 1980s, Japan’s economy was booming. But when the decade concluded, so did the Japanese economy, bottoming in October 2008. Japan has lived inside a deflationary bubble for three decades. Yet remarkably, it seems that bubble has now finally burst…
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