Mining Property Advisory, due diligence & trading (Co, Cu, Au, Li, Fe, Ni, REE) Records in Chile from 1891.
Joined June 2018
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#Gold
Solid & Concrete Value
#StrategicMinerals
Singapore plans to launch a gold-clearing system this year, with banks including JPMorgan and Deutsche Bank set to participate in the city-state’s push to become a hub in the global bullion market bloomberg.com/news/articles/…
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#Copper
Citi notes :
- Bullish on structural supply shortages demand from #EnergyTransition #AI
- Near-term target ~$14,500 (tariff-related) then higher⬆️ into 2027
- Recommend staying bullish for the next 12 months
@Citi released its 2026 Copper Book today citing that structural tailwinds and cyclical sensitivity pave the path to $15,000 per tonne copper prices.
“We recommend medium-term investors and hedgers maintain a bullish copper posture for at least the next 12 months to take advantage of upside to $15,000 per tonne copper (ex-US) in our base case ($17,000 per tonne bull case).
Opportunistic investors may look to hold positions through June 2026 to $14,500 per tonne US copper tariff fears and then look for a July pullback/dip buying opportunities in as these fears dissipate (our base case tariff view is no blanket tariff on cathode is announced)”
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Critical minerals: the lucky countries?
Chile, Australia, Argentina, China, Brazil, Congo, Russia, Cuba, Peru, USA, Mozambique, Tanzania, S. Africa, Gabon, Indonesia, Philippines, Vietnam, India
Could rare earths and other critical minerals create a new generation of resource-rich countries, similar to oil producers?
According to the IEA's Paris-aligned scenario, demand by 2040 could increase:
Lithium: up to 42×
Nickel: 20–25×
Cobalt: 20–25×
Graphite: about 4×
Rare earths: more than 3×
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The lucky countries:
#Lithium: Chile, Australia, Argentina, China, Brazil
#Cobalt: DRC, Chile, Australia, Russia, Cuba
#Copper: Chile, Peru, China, DRC, USA
#Graphite: China, Mozambique, Brazil, Tanzania
#Manganese: South Africa, Australia, Brazil, Gabon
#Nickel: Indonesia, Philippines, Australia, Russia, Brazil
#Rare earths: China, Brazil, Vietnam, Russia, India
Vanadium: Australia, Russia, China
As demand for critical minerals rises sharply, these countries appear particularly well positioned.
Source: @IEA @PwC
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#Copper & #Lithium : the world’s largest reserves are in Chile
But also relevant in #Gold #Silver #Nickel #Cobalt #REE
#StrategicMinerals
#AI #Electrification #Battery #EVs
World’s Largest Reserves:
1. Oil Reserves ⟶ 🇻🇪 Venezuela
2. Gold Reserves⟶ 🇺🇸 United States
3. Freshwater Reserves ⟶ 🇧🇷 Brazil
4. Natural Gas Reserves ⟶ 🇷🇺 Russia
5. Uranium Reserves ⟶ 🇦🇺 Australia
6. Diamond Reserves ⟶ 🇷🇺 Russia
7. Forest Area ⟶ 🇷🇺 Russia
8. Hydropower Capacity ⟶ 🇨🇳 China
9. Solar Power Capacity ⟶ 🇨🇳 China
10. Wind Power Capacity ⟶ 🇨🇳 China
11. Coal Reserves ⟶ 🇺🇸 United States
12. Copper Reserves ⟶ 🇨🇱 Chile
13. Lithium Reserves ⟶ 🇨🇱 Chile
14. Iron Ore Reserves ⟶ 🇦🇺 Australia
15. Bauxite Reserves ⟶ 🇬🇳 Guinea
16. Rare Earth Reserves ⟶ 🇨🇳 China
17. Silver Reserves ⟶ 🇵🇪 Peru
18. Nickel Reserves ⟶ 🇮🇩 Indonesia
19. Cobalt Reserves ⟶ 🇨🇩 DR Congo
20. Phosphate Reserves ⟶ 🇲🇦 Morocco
📊 Source: USGS, World Bank, EIA, FAO, IEA (2025–2026)
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CatastroNacional.com MiningPropertyRights in Chile retweeted
Copper copper copper… bloomberg.com/news/articles/…
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#Copper isn't just an industrial metal. It's the backbone of #Electrification
#Ai #Battery #EVs
#Mining
Copper edged up to recoup some of last week’s losses as buying activity in China and flows of metal to the US supported the demand outlook bloomberg.com/news/articles/…
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Poland led monthly purchases at 14 ton. YTD total: 45 ton
China added 8 ton, the biggest ⬆️ since Dec ‘24, bringing official gold reserves to a record 2,322 ton
China has now purchased gold for 18 consecutive months
#CentralBank demand for #Gold remains incredibly strong
Jun 5
Poland, China lead renewed central bank gold buying dlvr.it/TSv6ln
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Can gold reach new highs?
UBS House View Briefcase
“Gold remains well below its January highs.”
“But we remain confident that gold prices will move.”
“We expect gold prices to reach USD 5,500/oz by year “
We expect structural trends, such as elevated government debt as well as central banks' and global investors' efforts to diversify, to support gold's long-term outlook.
Jun 4
Gold prices are expected to average a record $4,920/oz in 2026 as the bull run resumes, according to Metals Focus.
• Supply is forecast to rise 3.1%, driven by modest gains in mine production and recycling, while total demand is expected to fall 2.3% due to weaker jewellery consumption and lower central bank buying.
• Physical investment (bars and coins) is forecast to surpass jewellery as the largest component of gold demand for the first time.
Metals Focus notes the outlook reflects ongoing US policy uncertainty, concerns over the dollar’s long-term trajectory, and elevated geopolitical risks.
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#Copper #CriticalMineral :
Defence
EVs
Data centres
Emerging Asia
Other development
Renewables
India
Jun 2
Will copper catch up to gold and silver in terms of performance over the next few years?
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Chile, which is in the decisive leg of negotiations for CEPA with India, is providing India with major #Mining opportunities in #CriticalMinerals copper, lithium and cobalt - that would power India's growth, semiconductor industry and green transition.
Chile possesses over 20% of the world's #Copper reserves, 30% of global #Lithium reserves (the world's second-largest producer) and a substantial amount of #Cobalt , offering significant opportunities for Indian companies to secure access to these minerals through greenfield and brownfield
mining projects.
Jun 1
Chile offered Indian firms access to copper, lithium and cobalt mining projects as India-Chile CEPA talks entered the final phase. Chile holds >20% of global copper reserves and 30% of lithium reserves. Both sides target CEPA completion in Q3–Q4 2026 to secure critical mineral supply chains.
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In addition to @MorganStanley , @Citibank have also revised higher their near-term copper price target to $15,000 per tonne over the next 6-12 months ($13,636 per tonne today). Citibank expects price tailwinds from supply growth concerns, US copper tariffs, as well as strong global growth even if the Strait of Hormuz remains closed through the summer… and the reopening of the Strait being even more bullish for copper.
This is why Morgan Stanley says buy the dip
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#Copper has become an "AI play."
Its correlation with the #Tech stock index NASDAQ 100 is at its highest level in over 10 years
#CriticalMinerals
May 29
Copper has become an "AI play." Its correlation with the tech stock index NASDAQ 100 is at its highest level in over 10 years 👇
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