Saving the West: A Marshall Plan for Minerals (Part II)
Every funding deal, supply agreement, and construction contract over the coming months could draw more attention to the companies actually doing the building rather than to the mining itself.
James Cooper’s Mining Memo
Why Floor Prices Give Aussie Miners a Crucial Advantage
Rare earths company Lynas announced stellar revenue numbers in last week’s quarterly results. And one detail behind the numbers stood out. Floor price agreements are becoming more common, driven by the US desire to increase non-China supply of key critical minerals.
Saving the West: A Marshall Plan for Minerals
Every funding deal, supply agreement, and construction contract over the coming months could draw more attention to the companies actually doing the building rather than to the mining itself.
Rare Earth Wars: Myanmar Holds the Key
Myanmar feeds China its Rare Earth Dominance, now the US is looking to disrupt the alliance
Has the Commodity Cycle Already Peaked?
China’s stock market just sank into a bear market — its longest weekly losing streak on record — and junior miners are feeling the pain. But if you believe the commodity story is still intact, panic selling like this is exactly when the best opportunities appear. In this piece, I walk through my three-step process for finding value in a market everyone else has given up on.
As Risks Emerge, Be Selective, Know What to Buy
The S&P 500 once fell nearly 48% in under two years. Gold, copper and oil still made money. Here is why that matters now.
