From Indonesia’s Grasberg mudslide to Chile’s El Teniente collapse, 2025 has witnessed unprecedented copper mine disasters. Aging infrastructure and deeper operations are creating a supply crisis that will only worsen.
Trump invites obscure African leaders to the White House. China rebuilds eastern railways. The prize? Africa’s vast copper wealth. Read on to find out why this matters.
Iron ore exports to China have been the golden goose that’s laid a fortune for Australia’s economy over the last two decades. But fortune comes with a price… For Australia, that means little independence.
It’s no secret that Buffett is wary about the lofty valuations in today’s global markets. Selling large slabs in companies like Bank of America. Yet, Buffett is still buying some small pockets of the market: Oil.
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.
According to some sources, Australia holds the world’s largest thorium resource, but for the moment, it holds no commercial value. But if China revolutionises energy generation, that could change!
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
