Geologist, James Cooper, reveals the fascinating journey from Lang Hancock’s airborne discovery of iron ore to today’s rare earth elements, as geopolitical tensions fuel a new race for resources in a fractured global market.
James Cooper’s Mining Memo
Uranium: Just Three Countries Absorbing 80% of Global Supply
In today’s edition of Mining Memo, James Cooper revisits the uranium opportunity, summarising it in one sentence: just three countries absorbing 80% of global supply. This promises to be a tight market.
End of the (Production) Line: Rare Earths
According to geologist James Cooper, safeguarding supply chains is no longer a matter of maintaining profits or avoiding production delays; this is a race for survival for household names like Toyota or Mitsubishi.
Crossing Borders: Why Aussie Investors Should Look to Canada
As the resource market shifts, learn how Canadian resource stocks are serving up opportunities for investors with a global focus. Former geologist, James Cooper, thinks now is the time to embrace opportunities beyond!
Resource Nationalisation Fires Up: A Warning for Investors
James Cooper revisits resource nationalisation, where governments assert control over natural wealth. From bold seizures to subtle tax hikes, discover how this trend impacts investors and why you should be alert.
The Mainstream Washes Back into Uranium Stocks
In light of the recent uranium surge, James Cooper touches on the need to focus on markets with strong fundamental strength, and getting in before the mainstream tide washes in
