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Company sponsored news, analysis & commentary, by Peter Epstein, MBA
all $ figures C$ unless indicated otherwise. Li prices are US$. Relative value calculations updated on 6/26/24 The lithium (“Li“) sector has had a terrible 18 months. Although Li spodumene concentrate (“SC“) prices are hovering around US$1,100/tonne, with a few … Continued
After hitting $5.20/lb. in May, copper pulled back 13% to $4.55/lb. Is it headed below $4.00/lb., or is this merely a pause that refreshes? On May 20th, copper (“Cu“) was up a remarkable +38.0% year-to-date and is still up a … Continued
China, Russia, Kazakhstan, Zambia & the DRC are among the world’s Top-10 copper (“Cu“)-producing countries. Typically I weave that worrisome fact into my Cu narrative later on in any given article. Yet this factor keeps rising in importance as China … Continued
In the last robust period of over-contracting (restocking) in 2005-07, the uranium spot price hit ~US138/lb., which adjusted for inflation is ~$211/lb. And, 2005-07 was long before financial buyers like Yellow Cake Plc & the Sprott Physical Uranium Trust had … Continued