120-year chart shows commodities have never been this undervalued
Commodities investor Goehring & Rozencwajg poses the question: Natural resources – uninvestable assets or unprecedented opportunity?
Frik Els
Frik has 20 years’ experience as a business journalist across a range of industries including automotive, technology and entertainment markets. Frik has an entry in Global Mining Observer’s Who’s Who of Mining 2018, and contributions to publications and conferences including Business Insider, Investing.com, Mines & Money London and New York, Vancouver Resources Investment, Progressive Mine Forum in Toronto and Canadian Mining Symposium in London, UK. He’s been interviewed on CBC Radio and Korea State TV and quoted in the Financial Post.
Posts by Frik Els:
Goldman recapitulates $5 a pound copper price by end of 2021
New report says while copper bulls have been facing “a crisis of confidence”, fundamentals “have been quietly tightening” setting up return to record prices in the near future.
Copper price: After China ban, Australia had no problem finding new concentrate buyers
China was Australia’s no. 1 customer and in the past sucked in more than half the country’s exports.
CHARTS: Iron ore, copper price – shot… chaser
BMO Capital Markets this week made some changes to its metals and mining outlook for H2 2021, raising expectations pretty much across the board.
Rio Tinto’s lithium market entry likely only start of battery metals ambitions
"Lithium M&A likely a formality in the coming years" as Rio Tinto plans $2.4 billion mine in Serbia from entirely new mineral source – jadarite.
Dawn of a mining supercycle. Are you taking the fizz?
MINING.COM takes issue with a new white paper by Wood Mackenzie forecasting the varying impacts of the green energy transition on metals and mining demand.
Copper mining is Opec on crack, so why is the price falling?
Half the world’s copper mining is controlled by just three countries, and China alone refines 40% of the metal central to the green energy transition away from fossil fuels.
How Ivanhoe’s giant new Congo mine stacks up against copper mining’s top tier
Ivanhoe’s Kamoa-Kakula project is ramping up to 841,000 tonnes and $1.8 billion in free cash per year – report
MAPPED: These 25 projects will set the copper price for decades
A 6 million tonne copper supply gap will open up by the mid-2020s but projects needed to plug that gap face uphill battles.
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How Afghanistan’s $1 trillion mining wealth sold the war
US media regurgitates a 2010 New York Times frontpage story on Afghanistan’s mineral riches based on a secret Pentagon memo and a 1977 Soviet geologic map.