Oil in the era of Trump … what could it mean? Trump is back, and the threat of tariffs looms large over China’s economy. James Cooper | November 8, 2024 | 3:29 pm
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. James Cooper | September 14, 2024 | 9:33 am
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. James Cooper | August 23, 2024 | 1:08 pm
Best resource investing bets for a Trump or Harris win Commodity investors can’t ignore the spectacle unfolding in the States. James Cooper | July 27, 2024 | 10:10 am
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. James Cooper | July 19, 2024 | 12:15 pm
Which critical minerals will be crucial for the AI boom? Semiconductors have been likened to the ‘picks and shovels’ of the AI boom. James Cooper | July 5, 2024 | 12:55 pm
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. James Cooper | June 19, 2024 | 11:00 am
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. James Cooper | May 31, 2024 | 2:16 pm
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. James Cooper | May 8, 2024 | 4:21 pm
Porphyries: Deposits holding the winning trifecta with copper, gold, silver Porphyries are deposits perfectly positioned for a commodity supercycle. James Cooper | April 19, 2024 | 4:14 pm
Nickel: contrarian opportunity or portfolio suicide? Surging output from Indonesia’s nickel laterite mines has flooded the market with new supply. James Cooper | March 22, 2024 | 5:43 am
From competitor to partner, AI joins forces with explorers Explorers now have to compete with a tech sector foaming on steroids… artificial intelligence. James Cooper | March 7, 2024 | 1:33 pm
