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
Iron ore boom of the 2000s repeating – this time with critical metals In a case of history rhyming, critical metal developers sit at the edge of enormous opportunity. James Cooper | February 22, 2024 | 4:03 pm
A roadmap for green metals in 2024 Last year was a bloodbath for mining stocks tied to the green energy transition. James Cooper | January 25, 2024 | 12:09 pm
Does upside outweigh risk in copper rich Chile? As supply chains tighten and long term demand drivers strengthen, resource-rich nations are looking to capture a greater share of their mineral wealth. James Cooper | January 11, 2024 | 4:08 pm
This is why commodities will be the defining sector over the next decade Unpacking the poorly understood world of commodity inventories. James Cooper | December 8, 2023 | 2:08 pm