At the start of the year we asserted that the mining equities could lead the metals higher. Since then, the shares have roared higher while the metals have remained subdued.
Lemieux believes that with the wheat separated from the chaff over the past tumultuous year, the truly strong companies have emerged. But you may be surprised by the jurisdictions he predicts will come to life in 2014.
There remains some ambiguity as to when bidding rounds would actually be opened up to international oil companies, with most predicting sometime next year.
Chinese manufacturing activity records surprise contraction and US slows down against expectations, pushing the copper price down 3% to below $3.30 a pound.