Wall Street’s leading metals & mining analyst, Chris Lefemina at @Jefferies, just made this bullish comment on copper: “We had been accused of being too bullish on copper in recent years, but our price deck now appears to be overly conservative, as we forecast an average price of just ~$5.84/lb from 2026-2030. We believe an environment of >$8/lb copper for an extended period is increasingly likely over the next 3-5 years.”

Copper officially closed at record weekly prices today. This increasingly looks like the beginning of a true price-discovery phase for the metal. It reminds me of gold once it finally cleared the $2,000/oz level and the market began adjusting to a completely different pricing regime. Copper remains one of the most compelling supply-demand disconnects anywhere in markets today. open.substack.com/pub/tavico…

Kaoko Metals Limited is pleased to advise it will list on the ASX this Thursday at 11am AWST. #copper #ipo @ger_od @dinosaurman1 @JodyDahrouge @CumulusWealth

RT @KaokoMetals: Wondering why copper is a good bet… lnkd.in/giqJU9xS #ipo #copper #silver @dinosaurman1 @JodyDahrouge @ger_od

Namibia is a jurisdiction we are proud to be associated with & Marion Rae from Stockhead outlines in her piece the vast amount of activity across all sectors which truly demonstrates the advanced nature of the Namibian resources industry #ipo #copper stockhead.com.au/resources/n…

Vale Ronnie Delaney…. An underdog who put Ireland at the forefront of world athletics 🇮🇪

Kaoko Metals is set to accelerate its high-grade copper hunt in Namibia having launched its IPO ahead of a proposed listing on the ASX next month. buff.ly/ZNRLCLr

Really happy to be involved with such exciting projects and assisted and guided by exceptional board members #kaokometals #copper

Copper Supply is getting decimated all while 2.6% y/y demand growth continues. @TaviCosta @RonStoeferle

#Copper - $4.80 a pound, up 15 cents

#Copper - 175 price year history of the red metal - Thanks @MiningVisuals

ASX Announcement: High Grade surface silver results up to 𝟵𝟮𝟬𝐠/𝐭 𝐀𝐠 recorded ~300m to the north and ~150m to the south of Elizabeth Hill mineralisation 🔗 Read full announcement: wcsecure.weblink.com.au/pdf/… $ERW #Silver #WestCoastSilver #ASXNews #StockNews #ASX #MiningNews #MiningStocks #ElizabethHill #Mining #PreciousMetals #silversqueeze

Charted: Silver Supply & Demand (2016-2025F) Read more: miningvisuals.com/post/silve…

$ERW featured in @australian - "Explorers Podcast: Rejuvenating a historic silver mine in WA". 🔗theaustralian.com.au/busines… @StockheadAU #Silver #WestCoastSilver #ASXNews #StockNews #ASX #MiningNews #MiningStocks #ElizabethHill #Mining #PreciousMetals #silversqueeze

Errawarra Executive Director Bruce Garlick outlines the key attributes of the transformational acquisition of the Elizabeth Hill high grade silver project in the Pilbara Western Australia $ERW #Silver #WestCoastSilver #ASXNews #StockNews #ASX #MiningNews #MiningStocks

Gold, Silver, and Copper Prices: Year-to-date performance

Maverick continues to demonstrate thickness and grade in extensional holes well above the resource average. More great results returned from our drilling campaign. @SunSilver_SS1 #mavericksprings #silver #gold

It’s hard to find a better-looking chart, in my view, particularly with over 50 years of historical perspective. After numerous failed attempts to break into new highs, investor sentiment has grown weary, and confidence in a major breakout has waned. This kind of fatigue often sets the stage for contrarian opportunities—moments where investors shift from being caught off guard to experiencing a wave of FOMO as explosive moves materialize. Silver is approaching this moment in my view, and after a strong performance in 2024, I believe 2025 will be the year the metal will finally take out its highs from 1980. H/t to @jameshenryand for point out this chart recently.