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James Cooper’s Mining Memo

Copper: on the precipice of a historical breakout

The only thing that matters in commodity markets right now is the price action of copper. Are you watching? And are you positioned for a potential break higher?

By James Cooper, Wednesday, 02 July 2025

ASX Commodity Investments 2019

2025: Halfway through the Blockbuster Decade

Given we’re halfway through the decade, James Cooper reflects on the 2020s, and explains why volatility will continue to drive commodity prices higher for the remainder of the decade.

By James Cooper, Monday, 30 June 2025

Silver Supply Shrinking - Investing in Silver

The Coming Space Race: And the One Commodity to Own

James Cooper outlines a surprising source of demand for silver… One that could come from the proliferation of satellites. Read on to find out more.

By James Cooper, Friday, 27 June 2025

The ‘Rich Dad, Poor Dad’ of Mining

Former geologist, James Cooper, outlines his ‘Rich Dad, Poor Dad’ experience as a geologist by contrasting two companies he worked for.

By James Cooper, Wednesday, 25 June 2025

Name the Commodity, Expect a Boom

Looking for the Catalyst: European Rearmament

Every commodity cycle has a demand catalyst… James Cooper highlights one that few have paid attention to: conflict and military rearming. One of the primary drivers of higher metal prices. Read on to find out why this is important.

By James Cooper, Monday, 23 June 2025

Commodities Supercycle 2021 - Clues of a Commodity Market Boom

Commodity Cycle: Are You Seeing It Now?

Commodities with vastly different demand and supply fundamentals rising higher all at once… A coincidence? Read on to find out.

By James Cooper, Friday, 20 June 2025

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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.

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