• Skip to primary navigation
  • Skip to main content
  • Skip to primary sidebar
  • Skip to footer
  • Home
  • Latest
  • Videos
  • Series
  • E-Newsletters
    • Fat Tail Daily
    • James Cooper’s Mining Memo
    • The Daily Reckoning Australia
  • Categories
    • Commodities
    • Macro
    • Market Analysis
    • Small Caps
    • Technology
  • Investment Guides
  • Premium Services
  • Editors
  • About
  • Contact Us
Fat Tail Daily
Subscribe
  • Home
  • Latest
  • Videos
  • E-Newsletters
  • Premium Services

James Cooper’s Mining Memo

ASX RIO Share Price - Rio Tinto Share Price

The Bauxite Opportunity Hidden in a $2.5 Billion Bailout

A $2.5 billion bailout for Rio Tinto’s Tomago aluminium smelter has dominated the headlines — but the real story may be what it reveals about future demand for aluminium’s raw material. The same forces driving copper (renewables, EVs, data centres and grid buildouts) are also lifting aluminium use, and that points straight to bauxite.

By James Cooper, Monday, 17 August 2026

Keep an Eye Out on Copper — Best Copper Stocks to Buy

Win the Copper. Win the War

History doesn’t repeat exactly, but resource bidding wars have played out three times in the last 125 years, and the pattern each time was strikingly similar.

By James Cooper, Friday, 14 August 2026

nuclear power plant

Uranium: An Undercurrent of Supply Problems

According to the World Nuclear Association, at least 70 nuclear power reactors are currently under construction worldwide; can uranium production keep up?

By James Cooper, Wednesday, 12 August 2026

The Dealmakers have Arrived: The Americans are coming to Town

The Americans are coming to town and they’ve found a gap in the market. Read on to find out why this could reshape the junior mining sector.

By James Cooper, Monday, 10 August 2026

Inflation Is Always Bad News for a Democratic Government

Imagine Your Portfolio Going up but LOSING Its Purchasing Power

From 1976 to 1980, almost nobody grew real wealth. Here’s what that means for portfolios today.

By James Cooper, Friday, 07 August 2026

The Vicuña District: sits alongside history’s greatest mining provinces

Some regions don’t just host a mine. They host a mining century. Here’s why the Vicuña District belongs in that conversation.

By James Cooper, Wednesday, 05 August 2026

  • Page 1
  • Page 2
  • Page 3
  • Interim pages omitted …
  • Page 35
  • Go to Next Page »

Primary Sidebar

Latest Articles

  • Big Tech’s Bond Problem
  • The Bauxite Opportunity Hidden in a $2.5 Billion Bailout
  • Software’s Second Coming
  • ASX Wobbles as Tech and Uranium Come Alive
  • Win the Copper. Win the War

Footer

Fat Tail Daily Logo
YouTube
Facebook
x (formally twitter)
LinkedIn

About

Investment ideas from the edge of the bell curve.

Go beyond conventional investing strategies with unique ideas and actionable opportunities. Our expert editors deliver conviction-led insights to guide your financial journey.

Quick Links

Subscribe

About

FAQ

Terms and Conditions

Financial Services Guide

Privacy Policy

Get in Touch

Contact Us

Email: support@fattail.com.au

Phone: 1300 667 481

All advice is general in nature and has not taken into account your personal circumstances. Please seek independent financial advice regarding your own situation, or if in doubt about the suitability of an investment.

The value of any investment and the income derived from it can go down as well as up. Never invest more than you can afford to lose and keep in mind the ultimate risk is that you can lose whatever you’ve invested. While useful for detecting patterns, the past is not a guide to future performance. Some figures contained in our reports are forecasts and may not be a reliable indicator of future results. Any actual or potential gains in these reports may not include taxes, brokerage commissions, or associated fees.

Fat Tail Logo

Fat Tail Daily is brought to you by the team at Fat Tail Investment Research

Copyright © 2026 Fat Tail Daily | ACN: 117 765 009 / ABN: 33 117 765 009 / ASFL: 323 988