In this conversation, Trevor and Andy Home discuss the current state of the metals markets, with a focus on copper and tin. They explore the recent price action and excitement in the metals markets, as well as the increased interest from mainstream media. They also delve into the dynamics of the tin market, including supply challenges and geopolitical issues. Additionally, they analyze the tightness in the copper market, particularly in terms of raw materials and refined metal supply. The conversation concludes with a discussion on the price breakout in copper and the potential for a sustained rally.
The conversation covers various topics related to the metals market, including China's smelting capacity, the impact of geopolitical tensions on Chinese smelting, the role of interest rates and inflation expectations in driving metals prices, the demand for metals in China and India, the increase in lead supply, the potential for a new aluminum smelter in the US, and the impact of sanctions on Russian aluminum.
We'd like to thank our sponsors:
Arizona Sonoran Copper Company (ASCU:TSX) is focused on developing its brownfield copper project on private land in Arizona, a tier 1 location. The Cactus Mine Project is located less than an hour's drive from the Phoenix International airport via highway i-10, and with grid power and the Union Pacific Rail line situated at the base of the Cactus Project main road. With permitted water access, a streamlined permitting framework and infrastructure already in place, ASCU's Cactus Mine Project is a lower risk copper development project in the infrastructure-rich heartland of Arizona.For more information, please visit www.arizonasonoran.com.
Fireweed Metals is advancing 3 different projects within the Yukon and Northwest Territories, including the flagship Macmillan Pass Project, a large zinc-lead-silver deposit and the Mactung Project, one of the largest and highest-grade tungsten deposits in the world. Fireweed plans to advance these projects through exploration, resource definition, metallurgy, engineering, economic studies and collaboration with indigenous people on the path to production. For more information please visit fireweedmetals.com.
Vizsla Silver is focused on becoming one of the world’s largest single-asset silver producers through the exploration and development of the 100% owned Panuco-Copala silver-gold district in Sinaloa, Mexico. The company consolidated this historic district in 2019 and has now completed over 325,000 meters of drilling. The company has the world's largest, undeveloped high-grade silver resource. Learn more at https://vizslasilvercorp.com/
Victoria Gold operates the Eagle Gold Mine within the Dublin Gulch Property. Eagle is the largest gold mine in Yukon's long history of gold production. In addition to the long-life Eagle Gold Mine, the Dublin Gulch property has upsized exploration potential including priority targets Raven and Lynx among others. Follow all the gold production and exploration news at vgcx.com.
Arizona Sonoran Editorial on their PFS Published for the Cactus Project
Morning Briefing: Orla Mining to Acquire Contact Gold
Andrea Hotter, Indonesia's Wrecking Ball of a Nickel Market, and the Next Signs of a Metal Super Cycle
Wojtek Wodzicki Comments on NGEx Bonanza Grades at Lunahuasi
No Bear. No Bull. Making Sense of the Gold Market with Jordan Roy-Byrne
Minera Alamos Moving Ahead at Santana while Awaiting Permit Amendment
Morning Briefing: Arizona Sonoran Copper Publishes Cactus PFS
Zach Flood Comments on New High-Grade Results from Frotet
Ridgeline Vends its Robber Gulch Project to Scout Discoveries
Mineral Resource Update from Tudor Gold
Rio2 Prepares for Financing Options Following EIA Approval
Morning Briefing: NGEx Drills Bonanza Grades at Lunahuasi with 102m of 4.5% CuEq
Construction Update from Ascot's Premier Gold Mine
Tony Makuch on Discovery Silver's Feasibility Study for Cordero
High Grade Copper and PGM Hits from Magna Mining
Elemental Altus Royalties to Receive $12M
Morning Briefing: Osino Receives New Bid for Twin Hills; Discovery Silver Publishes Feasibility Study
Ronnie Stoeferle on Gold's Showdown with Deflationary Forces; and a Peak at The War Below for New Energy Metals
New Drill Results and Royalty Spin-Co Update from Vizsla Silver
Morning Briefing: Integra Resources Drills 1.46 g/t AuEq over 134m
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