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).
The energy transition: why demand for oil will continue to rise and copper stocks belong in every portfolio.
After COP 28 ushered in a new era for nuclear energy, investors are focusing on a looming uranium supply deficit. Uranium producers and explorers offer attractive investment opportunities, but investors should be aware of the increasingly complex geopolitical environment in the energy sector.
