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Commented by Nico Popp on September 30th, 2026 | 07:40 CEST
Copper Rally Nears Record Highs: What Production Shortfalls at Freeport-McMoRan and Ivanhoe Mines Mean for Explorers Like Power Metallic
The world relies on copper to keep running. Whether it is artificial intelligence, massive data centres, or military equipment, demand is rising across key sectors. According to a recent study by S&P Global, the market is heading toward an annual deficit of 10 million metric tons by 2040. While commodity exchange prices are hitting new record highs and US tariff threats are depleting physical inventories, supply chains are revealing fundamental weaknesses. A strategic realignment of the mining industry seems inevitable. We examine the current situation and key players.
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Commented by Stefan Feulner on September 11th, 2026 | 07:55 CEST
Ivanhoe Mines, Power Metallic Mines, Rio Tinto: Commodity Giants on the Offensive
Copper is more expensive than ever before. On the LME, the price temporarily climbed to over USD 14,600 per metric tonne. At the same time, demand is growing due to power grids, data centres, electric mobility, and defence spending, while new mines take years to reach production. The industry's response to the current situation is clear. Major mining companies are securing additional deposits, while exploration companies are seeking to define the mines of tomorrow through new resource discoveries.
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Commented by Tarik Dede on September 1st, 2026 | 07:40 CEST
Copper at an All-Time High — and No End in Sight: Lundin Mining, Power Metallic Mines and Ivanhoe Mines Stand to Benefit!
Copper is the top performer this year amongst all exchange-traded metals and is trading at an all-time high. Strong demand is cited as the reason: global growth, AI data centres and the modernization of electricity grids in established industrialized nations. Yet the supply side is quickly forgotten, and it is the bottleneck. When copper was still cheap in the 2010s, there was hardly any investment. Over the years, fewer and fewer deposits have been discovered, and the pipeline of development projects is small. But the structural problems go even further. Many large mines are old, and their ore grades are declining. When, as in September 2025, a disaster such as the one at the Grasberg mine occurs, supply is thrown into disarray. Copper companies are benefiting from this more than ever. Companies that own producing mines today feel as though they are in a commodities paradise. But even those planning to start production in the coming years are likely to be among the winners. We are therefore taking a look today at the shares of Lundin Mining, Power Metallic Mines and Ivanhoe Mines.
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Commented by Nico Popp on August 31st, 2026 | 07:00 CEST
Gold Rush—But Which One Is Better? DRC Gold, Ivanhoe Mines and Newmont in the Spotlight
As central banks around the world resume buying gold and geopolitical turmoil shakes confidence in fiat currencies, one thing is clear: humanity's oldest form of currency is experiencing a renaissance. After a breathtaking record-breaking run that pushed the gold price to USD 5,600 per ounce at the beginning of the year, followed by a correction, gold has recently climbed dynamically back above the USD 4,600 threshold. But for gold investors, there has long been more to the market than just bullion and ETPs. Companies in the gold sector are profiting from the rally and, under certain circumstances, can even offer leverage on the precious metal. We introduce some exciting business models and take a look at Africa as well.
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Commented by Nico Popp on June 24th, 2026 | 08:15 CEST
DR Congo Tightens Regulatory Reins: Implications for Barrick Mining and Ivanhoe Mines – DRC Gold Could Benefit
The mining sector in the Democratic Republic of the Congo (DRC) is forcing resource companies to rethink their strategies. Under the banner of "mineral sovereignty," the Central African nation is transforming from a mere supplier into a regulated player that demands equity stakes, local value-added quotas, and strict regulatory enforcement. In particular, a ministerial circular dated January 30, 2026, casts a long shadow: By July 31, all active mine operators must demonstrate a minimum Congolese ownership stake of 10%, to be split equally between private investors and employee ownership. Since virtually no foreign corporation has fully met these criteria to date, the pressure for consolidation within the country is increasing significantly. In this complex situation, it becomes clear that long-standing country expertise, geological know-how, and effective networks are crucial for economic success. We shed light on the situation and highlight a potential beneficiary.
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Commented by Tarik Dede on June 5th, 2026 | 07:25 CEST
Copper at Record High: Investors Benefit from Ivanhoe Mines, Power Metallic Mines, and Southern Copper
Despite all the concerns about the global economy, copper continues to shine. The red industrial metal is currently trading at an all-time high, and nothing seems capable of derailing this trend. And that is clearly due to supply-side factors. The mudslide disaster at the massive Grasberg mine in Indonesia last September, as well as the recent slump in copper production in Chile (-14% in March), demonstrate just how fragile production is. And that is driving prices up. Banks such as Goldman Sachs and Commerzbank are now extremely bullish. The US investment bank recently raised its forecasts; it now predicts an average price of USD 13,800 per ton for 2027. The Frankfurt-based bank is singing the same tune and sees the price stabilizing in the USD 14,000 range.
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Commented by Nico Popp on April 7th, 2026 | 07:25 CEST
Congo in Focus: Barrick and Ivanhoe Pave the Way for DRC Gold
The global mining industry is at a turning point—demand for new deposits is rising, while globalization is increasingly reaching its limits, making diversified and redundant supply chains essential. In this market environment, the Democratic Republic of the Congo (DRC) has moved beyond its traditional role as a mere raw material supplier and is undergoing a significant transformation. The progress being made in the country is exemplified by the successes of companies like Barrick Mining and Ivanhoe Mines. Their multi-billion-dollar investments demonstrate that large-scale operations are indeed feasible in the DRC. The country's geological potential has once again drawn attention due to the recent record production at Barrick Mining's Kibali mine. While major corporations are successfully advancing projects in the DRC, junior explorers are also increasingly attracting investor attention. DRC Gold is capitalizing on this momentum and identifying new resources through drilling programs in close proximity to existing projects. Against the backdrop of declining reserves among major producers such as Barrick and Ivanhoe, the smaller company, led by German CEO Klaus Eckhof, offers an exciting opportunity to benefit from the new growth in the Congo.
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Commented by Nico Popp on March 18th, 2026 | 07:25 CET
Focus on Copper and PGMs: A Solid Foundation with Ivanhoe and Sibanye – Analyst Favorite Power Metallic Mines
Decarbonization and AI-driven digital infrastructure are driving demand for platinum group metals (PGMs) and copper. Modern data centers use approximately 27 metric tons of copper per megawatt of installed capacity. According to S&P Global, a global supply shortfall of 10 million metric tons of copper is looming by 2040. In this environment, industry giants such as Ivanhoe Mines and Sibanye-Stillwater are benefiting from their massive production capacities and supplying the industry. For investors seeking exceptional returns, however, the Canadian explorer Power Metallic Mines is coming into focus. The company is exploring a polymetallic system in Québec that, according to a detailed analysis by GBC Research, is likely to undergo a significant revaluation. Using examples of major producers, we explain why Power Metallic is active in an attractive sector and what opportunities the stock offers.
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