or
Remember me
Back
Copper Robert Friedland put this chart up on TwitterX a few days back, and it's a sobering one.
There's a dearth of new (tier-1) copper deposits coming online. This, at a time when the megatrends of electrification and decarbonization are only just beginning to gain momentum (a tier-one Cu orebody is one with a reserve base greater than 5 million tonnes of contained copper and cash costs in the lower half of the industry cost curve). We need more—heaps more. This is why I'm scouring the junior landscape for any hints of exploration success in the copper space.
A daily snapshot of everything from market open to close.