Oliver Groß @minenergybiz Twitter profile

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Oliver Groß

6 months

🧵 The price of gold has just hit a new all-time high. However, gold miners are trading well below their 2011 record high - see chart below. What has caused this massive underperformance? Let's look at some of the key reasons. ⚒️🪙 #gold #mining $GDX

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Oliver Groß

@minenergybiz

6 months

In recent months we have seen numerous negative reports about the tight supply situation in the copper sector and for various important development projects. ⚒️ - First Quantum's Cobre mine in Panama is shut down, eliminating about 1.5% of the world's copper supply. - Anglo

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Oliver Groß

@minenergybiz

8 days

The Silver Institute has just released its major new macro report "World Silver Survey 2024". The timing is perfect as silver prices just broke above $30 an ounce and hit a new decade high. Here is what you need to know.. 🧵 #silver $SLV #metals

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Oliver Groß

@minenergybiz

9 days

Copper: The Most Important Metal ► Robert Friedland, Founder and Chairman of Ivanhoe Mines: “You're going to need a telescope to see copper prices.” ► Legendary investor Stanley Druckenmiller: "Copper is a pretty simple story, takes about 12 years, greenfield to produce

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Oliver Groß

@minenergybiz

3 years

Fucking joke, the banxters win again, #JPMorgan to pay $60 mln to settle precious metals spoofing lawsuit #gold #silver $GLD $SLV

JPMorgan to pay $60 mln to settle precious metals spoofing lawsuit

JPMorgan Chase & Co agreed to pay $60 million to settle class-action litigation by investors who accused the largest U.S. bank of intentionally manipulating prices of precious metals futures and...

www.reuters.com

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Oliver Groß

@minenergybiz

6 months

Cost inflation in the gold mining industry Cost inflation is real and eating into margins. At the beginning of 2021, the all-in sustaining cost (AISC) of gold at Newmont $NEM, the world's largest gold producer, was less than $1,050 per troy ounce. Since then, costs have risen

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Oliver Groß

@minenergybiz

19 days

Barrick Gold, the world's second largest gold miner, recently reported its first quarter results. Let's take a look at some key numbers that show the gold giant is struggling despite record high gold prices. Gold mining remains a very tough and uncertain business. 🧵 $GOLD #gold

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Oliver Groß

@minenergybiz

6 months

🧵 Hungry for growth again. There is a new trend among the major mining companies. For the first time since the end of the great bull market in commodities more than 12 years ago, the giants of the mining industry are focusing more on growth. In recent years, BHP, Rio Tinto and

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Oliver Groß

@minenergybiz

2 years

“Two years ago, no one wanted to be in #lithium , and the phone would not ring,” said Henderson, Chief Executive Officer of Pilbara Minerals. “Now, the phone won’t stop ringing..” “There’s certainly a level of desperation from some groups who are end-users of lithium." @business

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Oliver Groß

@minenergybiz

13 days

The Paradox of Junior Gold Stocks 🪙🥇 Despite record high gold prices, most junior gold mining stocks are far from all-time highs. Over the past decade we've seen tons of value destruction due to heavy dilution, cost inflation, weak sentiment, G&A escalation, etc. As a result,

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Oliver Groß

@minenergybiz

2 years

This is #gold

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Oliver Groß

@minenergybiz

11 days

Did China know? Crazy #copper buying YTD.

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Oliver Groß

@minenergybiz

3 months

The world's largest gold miner, Newmont, with a market cap of $38 billion, reported Free Cash Flow of just $88 million for 2023. $NEM #mining

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Oliver Groß

@minenergybiz

5 months

#Copper prices need to nearly double in order to prompt mining companies to build costly mines to meet the rising demand for critical materials, says billionaire Robert Friedland via @markets

Billionaire Mining Magnate Friedland Says $15,000-a-Ton Copper Needed to Spur New Mines

Copper prices need to nearly double in order to prompt mining companies to build costly mines to meet rising demand for critical materials, according to billionaire Robert Friedland.

www.bloomberg.com

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Oliver Groß

@minenergybiz

15 days

Gold and gold stocks With gold prices soaring to new all-time highs in 2024, gold stocks must be on a tear. But they are not. Most gold stocks are far from their 52-week and all-time highs, as there has been a lot of value destruction over the past 15 years, including massive

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Oliver Groß

@minenergybiz

9 days

Junior Miners Coming Back? This is a real positive for the beleaguered junior mining sector, which investors have shunned for many years. The Canadian Venture Exchange (TSV-V) saw its highest volume in 2 years and closed at new YTD highs on Friday. Of course, the breakout in

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Oliver Groß

@minenergybiz

8 days

Huge increase in capital raised #mining #toronto

Oliver Groß

@minenergybiz

9 days

Junior Miners Coming Back? This is a real positive for the beleaguered junior mining sector, which investors have shunned for many years. The Canadian Venture Exchange (TSV-V) saw its highest volume in 2 years and closed at new YTD highs on Friday. Of course, the breakout in

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Oliver Groß

@minenergybiz

6 months

The Million Dollar Question Will the gold miners ultimately close their mega-gap to the gold price and start a record chase to catch up? And when will that happen? What do you think? Exciting times ahead. Thanks for reading. 🙏🧵 $GDX $GOLD #mining

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Oliver Groß

@minenergybiz

6 months

2024 is going to be exciting. "..A forecast surplus of #copper going into 2024 has suddenly all but disappeared.." “Disruptions have significantly increased, and a market deficit is now increasingly likely,” said Jefferies. “We could be at the foothills of the next copper cycle.”

Oliver Groß

@minenergybiz

6 months

In recent months we have seen numerous negative reports about the tight supply situation in the copper sector and for various important development projects. ⚒️ - First Quantum's Cobre mine in Panama is shut down, eliminating about 1.5% of the world's copper supply. - Anglo

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Oliver Groß

@minenergybiz

14 days

Copper market deficit increasing in 2025 and 2026? That would be huge. #copper $BHP $FCX $RIO $COPX

Oliver Groß

@minenergybiz

14 days

Copper market balance under pressure: We've seen more supply disappointments and disruptions in recent months. - Production at Codelco, the world's top supplier of the red metal, fell 10.1% to 107,300 metric tons in March. - There was another strike at MMG's large Las Bambas

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Oliver Groß

@minenergybiz

1 year

Rio Tinto is actively looking for #lithium acquisitions, predicting prices for the key raw material in electric-vehicle batteries will stay high #mining #ev $rio via @markets

Rio Tinto Looking for Lithium Deals as Demand and Prices Soar

Rio Tinto Group is actively looking for lithium acquisitions, predicting prices for the key raw material in electric-vehicle batteries will stay high for a “long period of time.”

www.bloomberg.com

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Oliver Groß

@minenergybiz

4 months

Worrying trend continues $GOLD Barrick’s gold output hit its lowest level since 2000 last year following a series of setbacks across its operations. Maintenance and repair work at its Nevada mines, an expansion at Pueblo Viejo in the Dominican Republic and a prolonged shutdown

Oliver Groß

@minenergybiz

6 months

Declining Production And Gold Mining Grades This is another major reason for the underperformance. Despite billion-dollar acquisitions and mega-investments in new mining projects, the production trend of the major gold producers has been declining for most of the past 15 years.

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Oliver Groß

@minenergybiz

4 months

One of the world's largest #lithium producing operations has been blocked. SQM Announces temporary detention of operations in Salar de Atacama $SQM

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Oliver Groß

@minenergybiz

5 months

2024 gets off to a hot start in the #mining space M&A alert: Barrick Gold's CEO has spoken with some of First Quantum Minerals’s major investors to gauge their support for a potential takeover $GOLD $FM.to

Barrick Sounds Out First Quantum Holders on Possible Bid

Barrick Gold Corp. has spoken with some of First Quantum Minerals Ltd.’s major investors to gauge their support for a potential takeover, after the sudden closure of its flagship mine left the...

www.bloomberg.com

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Oliver Groß

@minenergybiz

6 months

Here we go again. 👋 #gold #stocks

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Oliver Groß

@minenergybiz

7 days

Never forget: #Copper demand is all about #China (!) h/t BBG

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Oliver Groß

@minenergybiz

14 days

Copper market balance under pressure: We've seen more supply disappointments and disruptions in recent months. - Production at Codelco, the world's top supplier of the red metal, fell 10.1% to 107,300 metric tons in March. - There was another strike at MMG's large Las Bambas

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Oliver Groß

@minenergybiz

6 months

Cost Inflation We have seen a massive increase in the cost of mining over the last 15 years. Whether it is energy raw materials (e.g. diesel is important for open pit mines), lubricants, mining machinery, wages for miners and skilled workers, economic feasibility studies,

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Oliver Groß

@minenergybiz

3 years

@GrantMBeasley

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Oliver Groß

@minenergybiz

22 days

Goldman's latest take on #Copper : "Grinding into metal deficit" $BHP $RIO $FCX $IVN.to

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Oliver Groß

@minenergybiz

6 months

Hard to imagine 👀 S&P Global: "The record-high level of demand would be sustained and continue to grow to 53 million metric tons in 2050 - more than all the #copper consumed in the world between 1900 and 2022."

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Oliver Groß

@minenergybiz

2 years

“This is a molecule crisis. We’re out of everything, I don’t care if it’s oil, gas, coal, copper, aluminum, you name it we’re out of it,” Jeff Currie, the head of #commodities research at Goldman Sachs, says via @markets #metals #oott

Goldman Commodity Veteran Says He’s Never Seen a Market Like It

Jeff Currie, the closely followed head of commodities research at Goldman Sachs Group Inc., says he’s never seen commodity markets pricing in the shortages they are right now.

www.bloomberg.com

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Oliver Groß

@minenergybiz

13 days

Currie: Copper Is the New Oil Jeff Currie, chief strategy officer at Carlyle Group, says #copper is the new oil. He's also bullish on oil and shares his thoughts on gold demand "Bloomberg Surveillance." (Source: Bloomberg) May 14, 2024

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Oliver Groß

@minenergybiz

14 days

Insane volume 👀 #gold

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Oliver Groß

@minenergybiz

6 months

Dilution Dilution is the creeping death of many junior gold mining stocks. But we have also seen significant dilution among mid- and large-cap gold producers over the past 15 years as a result of acquisitions, mergers and capital raises. For example, just look at the history

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Oliver Groß

@minenergybiz

6 months

When will the leader wake up? The shares of the world's largest gold producer, Newmont, are trading at the same level as in 2006. The average price of gold in 2006 was $603.77 per troy ounce (oz). Isn't this incredible? $NEM

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Oliver Groß

@minenergybiz

6 months

Shrinking Reserves Commodity producers are constantly living off the land and must replace their depleted reserves or their business model will implode in the future. Over the past 15 years, the leading gold producers have seen their reserves dwindle significantly. It is

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Oliver Groß

@minenergybiz

10 days

#Nickel Prices Jump to New YTD Highs in London

Oliver Groß

@minenergybiz

10 days

Got #nickel ? France admits it’s lost control of parts of New Caledonia, the world’s third-largest producer of critical EV metal nickel $VALE $BHP $CNC.v $PNRL.v

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Oliver Groß

@minenergybiz

13 days

New all-time record high today? 👀 #copper

Oliver Groß

@minenergybiz

14 days

Copper market balance under pressure: We've seen more supply disappointments and disruptions in recent months. - Production at Codelco, the world's top supplier of the red metal, fell 10.1% to 107,300 metric tons in March. - There was another strike at MMG's large Las Bambas

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Oliver Groß

@minenergybiz

13 days

Copper stocks on fire as $COPX reaches new multi-year high 🔥 #copper

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Oliver Groß

@minenergybiz

9 days

#Nickel prices closed at highest level since September 2023 $VALE $BHP $TECK $CNC.v $PNRL.v

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Oliver Groß

@minenergybiz

6 months

Declining Production And Gold Mining Grades This is another major reason for the underperformance. Despite billion-dollar acquisitions and mega-investments in new mining projects, the production trend of the major gold producers has been declining for most of the past 15 years.

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Oliver Groß

@minenergybiz

11 days

Shares of Freeport-McMoran, one of the world's largest #copper producers, climbed to new 5-year highs yesterday. The chart looks great. Freeport is one of the few commodity stocks in the S&P 500. $FCX

Oliver Groß

@minenergybiz

13 days

Copper stocks on fire as $COPX reaches new multi-year high 🔥 #copper

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Oliver Groß

@minenergybiz

6 months

There is another major problem in the copper production pipeline. New significant #copper discoveries have become very rare in recent years, and have been in a structural downtrend for a long time. This is especially true for new 'Tier-1 discoveries', which are coveted by all

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Oliver Groß

@minenergybiz

13 days

We are experiencing a historic moment in the commodities sector as copper prices climb to new all-time highs above $5.10 per pound. Short-term copper prices are very overbought, medium-term the breakout to $6+/lb is certainly in play. Super cycle ahead? $COPX #copper

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Oliver Groß

@minenergybiz

5 months

Not crowded. #commodities

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Oliver Groß

@minenergybiz

10 days

Got #nickel ? France admits it’s lost control of parts of New Caledonia, the world’s third-largest producer of critical EV metal nickel $VALE $BHP $CNC.v $PNRL.v

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Oliver Groß

@minenergybiz

10 days

Comeback of the #mining sector?

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Oliver Groß

@minenergybiz

6 months

When will the leader wake up (2)? Shares of Barrick Gold, the second largest gold producer, are even trading at 2004 levels. The average price of gold in 2004 was $409.17 per troy ounce (oz). Incredible, but unfortunately true. $GOLD $GDX

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Oliver Groß

@minenergybiz

6 months

Massive Underperformance, Explosive Upside Potential?! The underperformance of junior gold miners is even more pronounced. The $GDXJ ETF, for example, is trading miles below its 2011 record high - notice the gap!

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Oliver Groß

@minenergybiz

7 months

The #uranium leader climbs to new ATHs. Strong momentum and uptrend. $CCJ

Oliver Groß

@minenergybiz

7 months

Bull run continues. Cameco (NYSE:CCJ) +2.9% in Monday's trading to its highest in 16 years as RBC Capital reinstated the stock at Outperform with a C$70 price target, saying the company is "set to become a leading player in a nuclear industry experiencing a rebirth amid the

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Oliver Groß

@minenergybiz

6 months

A major expansion of #copper smelting capacity in Indonesia is imminent, with billions of dollars in investment by Freeport $FCX and Mitsubishi. Mitsubishi, Freeport completes copper smelter expansion in Indonesia - "..Combined with Freeport's upcoming $3-billion smelter in

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Oliver Groß

@minenergybiz

6 months

🧵 Where does uranium come from? The elementary fuel for the nuclear industry is mined in only a few places in the world. Let's take a look at the top 10 uranium mines, which account for most of the world's #uranium production. ⚒️

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Oliver Groß

@minenergybiz

20 days

The world’s biggest #copper miner reported another production drop

Respeculator

@respeculator

21 days

Codelco's #copper production... they also have US$19.5bn of net debt and net debt: EBITDA of 4.3x

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Oliver Groß

@minenergybiz

8 days

Nice start to the week: #Copper Reaches New All-Time High and Climbs to $11,000 a Ton! 🔥 Copper hits record above $11,000 on bets that shortage looms

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Oliver Groß

@minenergybiz

7 days

@stats_feed Copper! 🤠

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Oliver Groß

@minenergybiz

6 months

In a new interview with the Financial Post, Barrick Gold CEO Mark Bristow comments on the major challenges facing leading gold companies as reserves dwindle, prices fall and margins come under pressure. ..The gold mining industry hasn’t replaced the gold we have mined. We have

Oliver Groß

@minenergybiz

6 months

Shrinking Reserves Commodity producers are constantly living off the land and must replace their depleted reserves or their business model will implode in the future. Over the past 15 years, the leading gold producers have seen their reserves dwindle significantly. It is

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Oliver Groß

@minenergybiz

2 years

#IronOre Smashes $150 After Beijing Eases #Steel ’s Green Targets #mining

Iron Ore Smashes $150 After Beijing Eases Steel’s Green Targets

China offered its huge steel industry five extra years of rising carbon emissions, sending iron ore soaring as investors saw the move as a renewed focus on propping up the economy.

www.bloomberg.com

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Oliver Groß

@minenergybiz

6 months

Ivanhoe raising 500 million 👀 That’s a huge PP.

Junior Mining Network

@JrMiningNetwork

6 months

Ivanhoe Mines Announces C$500 Million Private Placement $IVN.TO

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Oliver Groß

@minenergybiz

12 days

Very tight market 👀 China's new copper smelting projects to add pressure to tightening concentrate supply - Two new projects in China seen coming on stream in H2 2024 - #Copper concentrate supply remains tight amid global mine disruptions

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Oliver Groß

@minenergybiz

6 months

Costly And Unsuccessful Takeovers Gold producers have burned through many billions of dollars in overpriced and ill-timed acquisitions. Especially in the last major bull cycle, there were some very costly acquisitions, the consequences of which we are still seeing today. A few

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Oliver Groß

@minenergybiz

6 months

Geopolitical Challenges, Resource Nationalism And Rising Sovereign Risks We are seeing this serious negative trend in all commodity sectors and it is not stopping at the gold mining industry. Over the past 15+ years, many gold mining projects in some African countries, among

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Oliver Groß

@minenergybiz

6 months

Local opposition, strikes and community issues Over the past 15 years, local opposition to many gold mining projects has increased significantly. At the same time, the willingness to strike and the demands of miners, local communities and politicians have increased. All of this

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Oliver Groß

@minenergybiz

1 month

BlackRock says $12,000 #copper is needed to incentivize new mines

BlackRock says $12,000 copper is needed to incentivize new mines

BlackRock has been among the most bullish voices in the copper market for years.

www.mining.com

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Oliver Groß

@minenergybiz

2 years

Mining Indaba: Robert Friedland: 'World economy can't change unless we develop a lot more mines' #copper #mining $ivn.to

Robert Friedland: ‘World economy can’t change unless we develop a lot more mines’

Ivanhoe chief Friedland highlights Africa and the Arabian Shield as critically important venues for responsible green mining.

www.mining.com

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Oliver Groß

@minenergybiz

21 days

There have been a lot of deals in the mining space lately. M&A activity is really heating up. A brief overview of some of the latest deals: - BHP goes after Anglo American (all about copper), Glencore also considers to bid - Zijin Mining buys La Arena Gold mine from Pan American

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Oliver Groß

@minenergybiz

6 months

China, the world's largest copper producing and processing country, is struggling on its own. Beijing is discussing plans and seeking industry input to impose curbs on the world's largest processor of the metal to reduce overcapacity and carbon emissions, according to people

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Oliver Groß

@minenergybiz

6 months

Too Much Fragmentation, G&A Escalation and Expensive (overpaid) Management Teams Despite numerous takeovers and mergers over the past 15 years, the gold mining industry remains highly fragmented - and is one of the most fragmented commodity industries. For example, in many

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Oliver Groß

@minenergybiz

7 months

Finally a deal. $TECK Teck Announces Full Sale of Steelmaking #Coal Business - Sale of majority stake to Glencore at implied enterprise value of US$9.0 billion on a 100% basis Minority sale to Nippon Steel Corporation - Proceeds will be used to strengthen Teck’s balance sheet,

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Oliver Groß

@minenergybiz

6 months

Permitting Nightmares It is becoming increasingly difficult and time-consuming to obtain new permits for mining projects. This is especially true for large mining projects (not only in the US), which often have a significant impact on the local ecosystem and require large

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Oliver Groß

@minenergybiz

6 months

A major problem for the future supply of copper. It is becoming increasingly difficult, expensive and, above all, time-consuming to realize a copper mine. This is especially true for large #copper mine projects. It literally takes forever to get approved.

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Oliver Groß

@minenergybiz

14 days

The show continues $BHP: Anglo American Rejected BHP's Revised GBP 34B Bid - Bloomberg #mining

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Oliver Groß

@minenergybiz

4 months

Mining majors have renewed interest in juniors. Is a new trend emerging? It is positive to see how mining majors have increased their exposure to the junior mining sector in recent months. We need this commitment. The big players clearly see opportunities and are taking

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Oliver Groß

@minenergybiz

5 months

Big investment from the Chinese mining giant and good news for the whole #mining sector in Ecuador. China remains hungry for large #copper assets. Solaris Announces $130 Million Strategic Investment by Zijin Mining Group $SLS.to

Solaris Announces $130 Million Strategic Investment by Zijin Mining Group

VANCOUVER, British Columbia, Jan. 11, 2024 (GLOBE NEWSWIRE) -- Solaris Resources Inc. (TSX: SLS; OTCQB: SLSSF) (“Solaris” or the “Company”) is pleased to...

www.globenewswire.com

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Oliver Groß

@minenergybiz

2 years

$Vale launches $100M venture capital arm to invest in #mining startups #vc

Vale launches $100M venture capital arm to invest in mining startups (NYSE:VALE)

Vale (VALE) said on Wednesday it is launching a venture capital initiative to invest $100M in sustainable mining startups around the world, with a goal of holding 3%-5% stakes in...

seekingalpha.com

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Oliver Groß

@minenergybiz

2 years

@chigrl @jfostertm Fully agree - add to that the steep long-term downtrend in mining grades, the huge water scarcity in many places& big permitting challenges (e.g. social licenses) for new large base metal mines, getting tougher and tougher to find/develop/permit/finance/operate big new proj/mines

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@minenergybiz

14 days

Things you don't see in bear markets. Copper smelter treatment costs in Asia just went negative. Absolutely crazy! #copper $BHP $FCX $RIO $SCCO

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Oliver Groß

@minenergybiz

13 days

It's getting harder and harder to get a new #copper mine approved. Indigenous group to take fight against Arizona copper mine to Supreme Court $RIO $BHP

Oliver Groß

@minenergybiz

14 days

Longer and longer: On average, it takes 16 years to bring a new #copper mine on stream from discovery to production.

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Oliver Groß

@minenergybiz

12 days

Wild moves. #Copper futures surge as short squeeze grips NY market

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Oliver Groß

@minenergybiz

2 years

$AFM.v Alphamin Reports High Grade Exploration Assay Results - Mpama North high-grade assay results MND011: 19.6 metres @ 17.16% Sn from 419.3 metres, including 14.5 metres @ 23.0% #tin #mining

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Oliver Groß

@minenergybiz

8 days

Finally.. Gold miners hit fresh 52-week highs on Friday. #Mining stocks starting to catch up to record breaking precious metals rally After "dramatically" underperforming the price of gold early this year, the YTD percentage gain of 14.3% in the NYSE Arca Gold Miners Index has

Oliver Groß

@minenergybiz

9 days

Silver miners are catching up It really took a while because sentiment was very skeptical at the beginning of the year. But now the #silver miners have really caught up in the last couple of weeks. And most importantly, volume is picking up a lot. The silver miners ETF 'SIL' also

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Oliver Groß

@minenergybiz

6 months

Very good insights here into the current state of the #lithium market from Patriot's Chairman Ken Brinsden. Mr. Brinsden is the former boss of Australian lithium producer Pilbara Minerals, in case you don't know.

E83: Australian Lithium Patriots. Ken Brinsden

INDEX:2:09 - Exploring the Dichotomy of Bids for Western Australian Spodumene Assets and Chinese Interest in Atlas Lithium4:03 - Pilbara Minerals' Shorted St...

www.youtube.com

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Oliver Groß

@minenergybiz

11 days

This is really rare and wild. Smelters are hungry for #copper concentrates.

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Oliver Groß

@minenergybiz

3 years

World's no. 2 automaker #VW to get “actively involved in raw materials business” - .. new #battery manufacturing division and all but committed the company to investing in #mining ..

World’s no. 2 automaker to get “actively involved in raw materials business”

Volkswagen CTO Thomas Schmall flags IPO for new battery division and all but commits the automaker to investing in mining.

www.mining.com

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Oliver Groß

@minenergybiz

6 months

The negative production trend at the world's largest copper producer from Chile speaks for itself. Codelco is struggling with declining mine grades, aging and depleted mines, cost inflation, water shortages and a lack of skilled labor.

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Oliver Groß

@minenergybiz

6 months

Tough And Complicated Business Many market participants forget that gold mining is an incredibly difficult and tough business. There are countless challenges, stumbling blocks and stress factors in day-to-day operations, despite the many technological advances. Consider that

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Oliver Groß

@minenergybiz

3 years

@GrantMBeasley

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Oliver Groß

@minenergybiz

5 months

M&A in the #gold mining sector continues. Good deal for Dundee imho. Dundee Precious Metals Announces Acquisition of Osino

Dundee Precious Metals Announces Acquisition of Osino

Resources Securing Near-Term Production Growth in a Mining-Friendly Jurisdiction with Exploration UpsideTORONTO, Dec. 18, 2023 (GLOBE NEWSWIRE) -- Dundee Precious Metals Inc. (TSX:DPM) (“DPM”) and...

finance.yahoo.com

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Oliver Groß

@minenergybiz

10 days

Expectations continue to rise for #copper demand.

Oliver Groß

@minenergybiz

10 days

New @IEA report finds that on a 1.5C pathway, demand for critical minerals will quadruple by 2040. We're going to need a lot of new mines. #mining #metals

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Oliver Groß

@minenergybiz

12 days

Beautiful chart: Shares of Southern Copper, one of the largest copper producers, climbed to new record highs yesterday. The stock is on an impressive bull run. #copper $SCCO

Oliver Groß

@minenergybiz

13 days

Copper stocks on fire as $COPX reaches new multi-year high 🔥 #copper

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Oliver Groß

@minenergybiz

11 days

Coppersqueeze? Trafigura, IXM caught in Comex #copper short squeeze as prices hit record

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Oliver Groß

@minenergybiz

3 years

#FF this week @GrantMBeasley @pizdets17 @TheWealthMiner HAGW!

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Oliver Groß

@minenergybiz

18 days

The next monster holes from Vicuna 👀 Every major wants to have projects like these. NGEx Drills 429.4 Metres at 2.31% Copper Equivalent, Including 102.7 Metres at 4.26% Copper Equivalent and 13.2 Metres at 16.24% Copper Equivalent at Lunahuasi $NGEX.to #copper #gold #silver

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Oliver Groß

@minenergybiz

7 days

Copper price hits record above $11,000 on bets that shortage looms Several developments in 2024 have emboldened #copper bulls and drawn in a rising tide of speculative money..

Oliver Groß

@minenergybiz

9 days

Copper: The Most Important Metal ► Robert Friedland, Founder and Chairman of Ivanhoe Mines: “You're going to need a telescope to see copper prices.” ► Legendary investor Stanley Druckenmiller: "Copper is a pretty simple story, takes about 12 years, greenfield to produce

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Oliver Groß

@minenergybiz

3 months

Newmont plans to sell a lot of projects. M&A party in gold mining about to start? $NEM Announced a Focused Tier 1 Portfolio* - Intend to divest six non-core assets including Éléonore, Musselwhite, Porcupine, CC&V, Akyem and Telfer, as well as two non-core projects including

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Oliver Groß

@minenergybiz

6 months

One of the main problems is and remains the structural downward trend in global copper mine grades that has been ongoing for many years with no end in sight. With few exceptions, the grades of the largest and most important development projects are well below the current global

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Oliver Groß

@minenergybiz

1 year

#Lithium space remains hot. Piedmont Lithium and #LG Chem Sign Equity Investment and Binding Offtake Agreements $PLL

Piedmont Lithium and LG Chem Sign Equity Investment and Binding Offtake Agreements

Piedmont Lithium Inc. (“Piedmont” or the “Company”) (Nasdaq:PLL; ASX:PLL), a leading global developer of lithium resources critical to the U.S. electr

www.businesswire.com

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Oliver Groß

@minenergybiz

13 days

Very interesting chart: #Copper vs. inflation pressure 👀

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Oliver Groß

@minenergybiz

7 days

Still incredible: Gold prices are up more than 80% over the past decade. Shares of Barrick Gold, the world's second-largest #gold producer, are essentially flat over that period. Costs and free cash flow are the key.. $GOLD

Oliver Groß

@minenergybiz

19 days

Barrick Gold, the world's second largest gold miner, recently reported its first quarter results. Let's take a look at some key numbers that show the gold giant is struggling despite record high gold prices. Gold mining remains a very tough and uncertain business. 🧵 $GOLD #gold

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Oliver Groß

@minenergybiz

2 months

Cost inflation is real. Newmont reported the highest AISC ever in Q4 at just under USD 1,500 per ounce. The cost of mining gold has risen much faster than the gold price in recent years.. $NEM $GDX

Oliver Groß

@minenergybiz

6 months

Cost Inflation We have seen a massive increase in the cost of mining over the last 15 years. Whether it is energy raw materials (e.g. diesel is important for open pit mines), lubricants, mining machinery, wages for miners and skilled workers, economic feasibility studies,

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