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Company sponsored news, analysis & commentary, by Peter Epstein, MBA
Copper (“Cu“) demand is expected to grow at an average of 3.0-3.5%/yr. for decades to come, but a dearth of Major discoveries in the past decade (see chart) points to constrained mine supply growth in the 2030s-2040s, especially as many of … Continued
Anyone watching the price of gold (“Au“) should be amazed at how well it’s done, above US$2,400/oz. for two months, and > $2,300/oz. for five months. Many expected a pullback to $2,200 or $2,100, which never happened. Today’s $2,514/oz. is … Continued
CoTec Holdings (CSE: CTH) / (OTC: CTHCF) has stakes in two assets + interests in four disruptive mine reclamation/recycling-related technologies. Its goal is to have stakes in 10 technologies + 30-40 assets. A near-term focus is its 50% interest in … Continued
In a world splintering into two factions, East vs. West, both need long-term sustainable supplies of critical materials like copper, REEs, silver & uranium. The East, mostly China, dominates the production and/or refining of many commodities, especially battery metals like … Continued