Global Lithium Resources’ Post

A new dash for copper is underway - how will it play out? Expert Q&A Copper is in the headlines after Australian mining giant BHP made a bid for UK-based rival Anglo American, valuing the company at US$39 billion (£31 billion). Together, the two companies would control around 10% of the world copper market. What are the implications of this move for the world economy and its green transition. I discuss these issues with Steven Vass of The Conversation. You can find the interview here. https://lnkd.in/e2YMHsP4 #Mining #Copper #BHP #Solarpanels #Nickel #AngloAmerican #GreenTransition #ElectricVehicles(EVs) #UniversityofSussex #BusinessSchool #Economics Opinions expressed in this post are my own and do not reflect the views of the University of Sussex. 

Miners are more confident than they were last year, but government policy continues to undermine their prospects. Each year, the Chamber of Mines speaks to mining executives to measure their confidence, and seek their views on policy and the state of the industry. Here’s a summary of what the latest survey tells us

Copper is "in the headlines" after Australian mining giant BHP made a whopping US$39 billion bid for its UK-based rival Anglo American. 💭Wondering why copper is in such high demand and what it means for the future? > Learn more in this Q&A with commodities specialist Sambit Bhattacharyya, as he explains how the move away from fossil fuels and increasing digitalisation in the world economy is driving rising demand for copper – potentially as much as 5%, year on year. ***** 💡 LGC Industrial provides an extensive portfolio of Certified Reference Materials and calibration standards for metals – ranging from aluminium to zirconium, and copper to zinc. Explore now: https://okt.to/QXaHcU #CopperAlloys #MetalAlloys #ChemicalAnalysis

The link here is to a short piece from last week, general in nature, but it provides useful perspective in understanding what it takes to be a survivor in the mining space, that is, profitable over the long term, and capable of navigating the inevitability of commodity price cycles. The focus of this piece is on the role of polymetallic ores in porphyry deposits as the ideal target, with a combination of metals providing a diversified hedge against any individual price cycle. Think nothing more than the role of moly’ at the Highland Valley porphyry copper mine here in BC in contributing to the long life and positive cash flow of the operation over more than seven decades now.  And think of how VR’s New Boston porphyry copper-moly-silver project in Nevada aligns with this strategy. The second focus of this discussion on what it takes to not only survive, but profit in mining is on scale. Scale = time in the mining world; time for decades of debt-free, positive cash flow once the initial capital investment for build-out is paid back. Again, think porphyry systems when it comes to scale and long-life operations, like the operation at Escondida which is highlighted in this piece … and again, consider how the scale of the polymetallic porphyry system exposed over a 4 km strike at New Boston, as outlined by the expert exploration groups at Conoco and Bear Creek in the 1960’s and 70’s aligns with this strategy. Location contributes to optimizing exploration efficiencies and minimizing CAPEX on development, both especially important during periods of high interest rates, and why the location of VR’s New Boston is so attractive … but it is the attributes of scale and/or polymetallic grade composition that most commonly push a mineral deposit through the transition to an economic mine long term, and that is why VR has the exploration drill turning at New Boston right now.  https://lnkd.in/g3_J59Se

Attention Investors, 🌍 Western Miners Push for Higher Metals Prices to Ward Off Chinese Rivals, Reports Reuters! 📈 Facing increasing competition, Western miners are advocating for higher metals prices. What could this mean for the global market and your investment strategies? Dive into the details and share your insights! 💬🔍 #Metals #Mining #MarketTrends #Investing

Copper is "in the headlines" after Australian mining giant BHP made a whopping US$39 billion bid for its UK-based rival Anglo American. 💭Wondering why copper is in such high demand and what it means for the future? > Learn more in this Q&A with commodities specialist Sambit Bhattacharyya, as he explains how the move away from fossil fuels and increasing digitalisation in the world economy is driving rising demand for copper – potentially as much as 5%, year on year. ***** 💡 LGC Industrial provides an extensive portfolio of Certified Reference Materials and calibration standards for metals – ranging from aluminium to zirconium, and copper to zinc. Explore now: https://okt.to/Tn1YWF #CopperAlloys #MetalAlloys #ChemicalAnalysis

📰 NEWS | MASSIVE INVESTMENTS FORECASTED FOR MINING INDUSTRY This article highlights the importance of revitalizing and reforming the US Mining & Exploration laws, with the industry seeming set to get a much-needed boost. Reliance on import critical minerals has reached a 30-year high, with more than 50% of domestic consumption dependent on imports and particularly on China, posing a potential national security threat. At the same time, investment in the industry has fallen from a peak of 3.1% GDP in 1981 to just 0.5% GDP today. The US Govt. has been "asleep for decades" but has realized it must play serious catch-up with policy reform and incentives for the private industry to rebuild America's domestic mining footprint. These proposed policy changes, such as those to permitting laws would be "geared toward promoting the development of mining projects" and hold the potential to propel the junior industry forward and catalyze the next generation of domestic discoveries and resources. Early positive signs are the recent DOE loans being approved for Lithium Americas Corp.($2.2B) and Perpetua Resources($1.8B) to help accelerate their respective domestic projects. While undoubtedly good news for the industry, many may express sentiments of "It's about time!" #Mining #Miningnews #miningindustry #usgovt #DOE https://lnkd.in/e54ntCKw

Issue No. 784 has been posted https://lnkd.in/d-hQK8aB China's move to boost its economy helped industrial commodities, but precious metals equities lagged despite record highs, hinting at fears of a pullback. The Exploration Insights Portfolio saw gains, led by copper and precious metal explorers in Tasmania, Nevada, and Québec. In The Rant, Paul Harris shares takeaways from recent mining summits, stressing the importance of marketing skills for junior explorers. In Stock Talk: updates on a copper developer in Arizona, a gold-antimony explorer in Australia, and a nickel-copper-PGE project in Québec. #Mining #Commodities #Exploration

⛏ How do you play copper deficit? 💹 One of the best ways is to buy LEAPS calls of mining majors; they offer parabolic upside potential and caped downside risk. ⛰ The Grasberg mine is one of the most outstanding engineering achievements of the last century. Freeport McMoRan owns and operates Grasberg. 📊 Here is my take on Freeport and how to bet on the copper thesis with LEAPS calls. #Copper #Mining #FreeportMcmoran #GrasbersMine https://lnkd.in/dXh-mDBu

Founder of Ivanhoe Mines weighs in on outlook for copper as a Goldman Sachs suggest price is heading for $9,000 a tonne this year. As this article on Mining.com notes, low ore grades in Chile and navigation issues through the Panama Canal cause by a lack of water are conspiring to turn concerns a tight market could turn into a deficit, into a reality this year. With average discovery to production timelines for mines around 16 years, the need to stimulate more investment in exploration for this and other metals seeing demand forecast to surge as a result of the energy transition is obvious. Ominusly, Friedman also notes another key driver for demand is the military. Whilst we cannot do anything on the demand side here at Getech (#gtc), we can help find new sources of copper with our global geoscience data coverage, and proven exploration targeting services zeroed in on copper deposits, we are ready to help. Get in touch: info@getech.com #copper #mineralexploration #exploration #mining #miningindustry