Fat Tail Daily

Dear Reader,

In crises, there are lucrative opportunities.

Nowhere is this truer than in the mining sector.

Take nickel.

In 1969, rising demand from the Vietnam War and the closure of one of the world’s biggest nickel mines caused a severe nickel shortage.

But the crisis also sent the nickel price soaring to an unbelievable £7,000 per tonne on the London market.

The same thing happened with coal…lithium…LNG…and almost every commodity in history.

Now, it’s copper’s turn.

S&P Global predicts we’re going to need DOUBLE our current copper production to meet demand, driven largely by the EV boom and green energy transition.

But we’re not even close to meeting that!

To make matters worse…

The world’s top three copper producers — Chile, Peru, and the Democratic Republic of the Congo — are all facing disruptions due to political unrest, conflicts, and corruption.

Codelco, Chile’s state-owned copper mine, even said its production in 2022 fell to a 25-year low…and it would take years for them to recover.

This could severely threaten an already strained global supply.

History tells us what could happen next — copper prices skyrocketing.

And your opportunity to capitalise on this trend is to invest in certain copper stocks that are ready to exploit the situation.

I reveal two recommendations in my updated briefing.

Click here to access.

Cheers,

James Cooper Signature

James Cooper,
Editor, Diggers and Drillers

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