Copper is in the first part of a healthy new price cycle. This...

Copper is in the first part of a healthy new price cycle. This cycle's copper performance could be much bigger than previous cycles. This is due to long-term trends like green energy that continue to intensify.

Peak copper production should occur around the middle of this decade, and demand is expected to grow. As a result, Daniel Earle expects the gap between supply and demand to widen dramatically by the end of the decade.

For those that are interested, please see the YouTube video below with President and CEO of Solaris Resources, Daniel Earle. Daniel's background is in mining engineering. In addition, he has worked in several areas, including banking, commodity forecasting, and financial analysis.





Timestamp References:
0:00 - Introduction
0:37 - Daniel's Background
4:03 - Why Solaris & Copper?
7:28 - Supply/Demand Picture
10:20 - Peak Copper When?
11:26 - Copper Cycle Length
14:26 - Copper Substitutes?
16:35 - China Dominance
20:46 - China Metal Reserves
22:30 - Strategic Importance
24:45 - Jurisdiction & Risk
29:27 - Ecuador & Mining
34:36 - ESG & Mining
36:56 - David Lowell
41:04 - Augusta Group
43:17 - Concluding Thoughts


For the 'Cliff Notes' version of this video, please see the article via the following link:

https://miningfeeds.com/2021/07/15/30853/

Cheers

These are only my thoughts and it does not constitute investment advice. Before acting on any information you read and before making any financial or investment decisions, you should always consult your advisor(s) or other relevant professional experts.