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Hot Chili Limited
Hot Chili Limited (ASX: HCH) is a mining development company focused on the Costa Fuego copper and gold project in the Atacama Region of Chile, an asset that combines three unusual attributes: geological scale,...
Gold falls, central banks keep buying – Macro and Metals newsletter #6
The mining sector falls sharply this past month. We analyse the new dynamics in precious metals and the Middle East conflict.
Chile as a Mining Jurisdiction – Country Report
The attractiveness of Chile as a mining jurisdiction and long-term investment destination in minerals critical to the energy transition Chile is entering a new political and economic cycle. The inauguration of...
Copper: the structural deficit is accelerating. June 2026 update
Truth Below Ground, the independent mining research platform, updates its view on the copper market and notes that recent developments do not alter the structural deficit thesis — if anything, they may be reinforcing...
How Hormuz and AI are reshaping it all – Macro and Metals newsletter #5
[We share the fifth edition of our free monthly newsletter on the macro environment and natural resources investing that we send to our subscribers. Subscribe here] Dear subscriber, More than two and a half months have...
Savannah Resources
Savannah Resources, one of Europe's most relevant and unique lithium stories Savannah Resources Plc (AIM: SAV) is a mining development company focused entirely on the Barroso Lithium Project, in northern Portugal, an...
War, soaring energy costs and gold falling – Macro and Metals Newsletter #4
[We share the fourth edition of our free monthly newsletter on the macro environment and natural resources investing that we sent our subscribers. Subscribe here] Delivering this edition of the newsletter has...
Rio2 Limited
Rio2, poised to become one of the most dynamic precious and base metals producers in Latin America. Rio2 Limited (TSX: RIO, OTCQX: RIOFF, BVL: RIO) is successfully completing its transition from developer mining...
And the correction arrived for metals – Macro and Metals Newsletter #3
[We share the third edition of our free monthly newsletter on the macro environment and natural resources investing that we sent our subscribers. Subscribe here] Just as the narrative around the great metals...
NGEx Minerals
NGEx Minerals, one of the most promising exploration companies in the Andean region, and one on which the market currently places high expectations. NGEx Minerals Ltd. (TSXV: NGEX, OTCQX: NGXXF) is a Canadian company...
Silver and other metals soar! Now what? – Newsletter #2
[We share the second edition of our free monthly newsletter on the macro environment and natural resources investing that we sent our subscribers days ago. Subscribe here] We kick off 2026 after a particularly...
Report: Is Copper the Next Big Shortage?
Copper has once again moved to the center of the commodities market debate. After years of warnings from the industry, the data confirm that the balance between supply and demand is deteriorating in a structural way,...