Ian R. Harris
@IanHarrisMining
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Believer in mining's role to shape our future. Global strategist, locally driven.
Vancouver
Joined September 2012
This is a great read. By @Frank_Giustra “Paper Promises Meet Physical Truth: How Shanghai Stole the Gold Crown” https://t.co/evRfVXHCUt $gold
frankgiustra.com
For decades, the world’s gold trade revolved around two cities: London and New York. They were the twin pillars of postwar...
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“The "Century of Humiliation" began with a struggle over silver. As that century’s legacy finally recedes, silver is again at the forefront—as an instrument of sovereign strength and a beacon for one of the most asymmetric bets in the commodity space”
frankgiustra.com
History, as they say, doesn’t repeat itself, but it often rhymes. And right now, the precious metals market is hearing a...
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Copper’s supply problem isn’t just about new discoveries....It’s embedded in existing production. - ~50% of producing copper mines are 20+ years old - Average ore grades have fallen ~40% since 1991 - Half of global production will face additional grade decline over the next
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"There's been no discoveries, there's been no investment, there's no projects available ... that's the reason for such strength in the copper space." @IanHarrisMining, CEO of @Cu_Giant on the bullish setup for #copper. Full interview up TOMORROW.
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In the last five years, only four major copper deposits have been discovered. That’s the core problem. - Copper grades have fallen by ~40% over the past 30 years - The average age of the top 10 producing mines is ~64 years - Average deposit size has declined by ~70% over the
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See you there!
The single finest natural resources and precious metals conference on the planet, attend live, or via livestream.
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Chile is officially leaving communism as José Kast wins Chile’s elections over Jeannette Jara by a record margin of 20%. The contagious right-wing shift continues & Colombia is up next with their elections early next year in May. $ECH $BCH $BSAC
A year later & here we are with Chile shifting from left to right-wing. The right-wing shift continues to be contagious throughout all LatAm & now Colombia is up next with elections in early ‘26. One of the most underinvested areas within markets shifting to pro-business… If
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COPPER: In five years, only six major copper deposits have been discovered. All smaller than the giants found in prior decades. Most supply growth is coming from old discoveries getting re-measured, not new systems being found. Perfect storm, no? @robert_ivanhoe
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Copper price shoots to new record on US economic outlook
mining.com
The US Federal Reserve now projects the world's largest economy to grow 2.3% next year, up from 1.8% previously.
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You can’t electrify the world without copper and the world is running out of it. - Large-scale copper discoveries are down 90% over the last two decades - Copper deficits are projected to widen through 2030 - Copper demand is surging: driven by electrification, data centers, and
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This might look obvious when we look back in time. Molybdenum: 2018, 2022, or 2025 list of Critical Minerals by the U.S. Geological Survey (USGS) Copper: 2025 list of Critical Minerals by the U.S. Geological Survey (USGS) and designated as a critical mineralFederal Register
*US PLANS MORE STAKES IN MINERALS COMPANIES, TRUMP OFFICIAL SAYS You’re not bullish enough.
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Need a signal? Mercuria cancelled 40,000–50,000 tonnes of copper warrants from LME warehouses, ~35% of all LME copper stocks in a single move, worth roughly $460–500M. $copper $cgnt.v https://t.co/yniD3kgFgZ
reuters.com
Commodity trader Mercuria has given notice of its plans to take significant amounts of copper from London Metal Exchange warehouses in Asia, four sources familiar with the matter said, as prices rise...
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Goldman Sachs: Copper is our ‘favourite’ industrial metal as constrained mine supply growth and structural demand growth from grid & power infrastructure move the market towards balanced in 2026, from oversupplied in 2025. Additionally, higher ex-US premia and conversations with
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$cgnt.v
Frank Giustra Increases His Position in Copper Giant Copper Giant is pleased to share that our major shareholder, Frank Giustra, has increased his ownership from 11% to 13.27%, purchasing additional shares on the open market. “My continued investment in Copper Giant is driven
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$CGNT.v - now in the billion tonne club
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Copper price in London hits new high amid bullish calls
mining.com
Three-month LME futures rose as much as 2.5% to a record $11,210.50 a ton.
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In case you missed it. $CGNT.v
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