The growing demand for critical minerals to support renewable energy and modern technologies increasingly intersects with mining projects on Indigenous-claimed lands. This article examines the associated opportunities and risks, highlighting the role of legal frameworks, potential conflicts, and partnership models in shaping resource development.
The 50% copper import tariff announced by the U.S. president in July 2025 is aimed at boosting domestic industry but risks higher costs and retaliatory mesaures. While investments in local projects could reduce dependence on imports, the longer-term effects will depend on market reactions and global dynamics. Major projects in Arizona will increase copper production, but overall import dependence may rise given the growing demand driven by AI infrastructure.
Fabian Erismann of Earth Resource Investments recently visited a promising copper exploration project in northern Kazakhstan. The country is presenting new opportunities for significant copper-gold discoveries, which could experience swift development thanks to its abundant mineral resources and excellent infrastructure. (Only available in German).
Over the past 20 years, oil prices and related stocks have experienced significant volatility, with several major downturns. Despite the push for renewable energy, the energy sector remains one of the most attractively valued equity sectors.
Community acceptance is key to the success of a project developer.
The copper price broke through US dollars 5.00 per lb (US dollars 11,000 per tonne) in May 2024.
How can management reduce tailings dam risks for people and the environment? A site visit and evaluation of tailings ponds in South Africa’s Witwatersrand Basin with the environmental organisation “Federation for a Sustainable Environment”.
Guidelines for investing in commodities (only available in German).
