Oil in the era of Trump … what could it mean?
Trump is back, and the threat of tariffs looms large over China’s economy.
Posts by James Cooper:
Focus on these stocks: Large undeveloped deposits
It’s the geologists living on the edge who could offer early clues about Western Australia's position in this mining cycle.
Iron ore stumbles … China bears return
Over the last month, a big deal has been made over the lack of new housing starts in China’s real estate market.
Best resource investing bets for a Trump or Harris win
Commodity investors can’t ignore the spectacle unfolding in the States.
Will Guinea’s Simandou iron ore mine be the ‘Pilbara killer’?
Simandou, one of the world’s most significant iron ore developments, is set to challenge the Pilbara’s dominance soon.
Which critical minerals will be crucial for the AI boom?
Semiconductors have been likened to the ‘picks and shovels’ of the AI boom.
Understanding the commodity cycle using M&A activity
FOMO is a timeless human condition repeated for eons and ingrained in human DNA. Yet, it seems to hold a special place in the mining industry.
The uranium opportunity – the good and the bad
This commodity surged from just over $50 per pound in April 2023 to more than $100 per pound by January 2024.
Aluminium — the copper grid alternative
From your humble drink can to the airframe of an F-16 fighter jet, aluminium’s role in the global economy is diverse and critical.
Porphyries: Deposits holding the winning trifecta with copper, gold, silver
Porphyries are deposits perfectly positioned for a commodity supercycle.
Nickel: contrarian opportunity or portfolio suicide?
Surging output from Indonesia’s nickel laterite mines has flooded the market with new supply.
From competitor to partner, AI joins forces with explorers
Explorers now have to compete with a tech sector foaming on steroids… artificial intelligence.
- First
- Last
