Missing Escondida
The second-largest copper mine on earth has never shipped a pound.
September 11, 20265 min read
Archive
Copper
Every issue, report and note from Katusa Research, newest first.
Project Vault: Washington’s $12 Billion Copper Bet
My top copper pick has nearly doubled. I’m not selling.
February 20, 20265 min read
Copper at $6: The Squeeze Has Just Begun
The 10 million tonne hole nobody’s plugging.
January 23, 20265 min read
A 60-Year-Old Copper Split Is Re-Emerging
Could This Quiet Warehouse Shift Signal Copper’s Next Price Shock?
May 23, 20254 min read
The $5 Copper Shock: The 4 Forces Pushing Copper to Record Highs Right Now
Why One Gap Could Trigger Triple-Digit Returns.
March 27, 20256 min read
Copper’s Wild Ride… Poised for a Breakout?
Copper has been in the emergency room, with price swings that mirror an erratic heartbeat.
January 17, 20254 min read
Why the World’s Most Crucial Metal Is Poised for a Major Rally
The Copper Revolution: Unseen, Unstoppable.
August 30, 20244 min read
Copper’s Turning Point: China’s Economic Shake-Up and Global Impact
China’s Copper Moves: A Signal of Economic Revival or Too Little Too Late?
August 2, 20248 min read
Three Billionaires and the Fight over 1 Billion pounds of Copper
Friedland, Lundin, and Kaplan’s Multi-Million Investment in a Billion-Pound Copper Project.
June 7, 20246 min read
Copper’s Big Moment
As one of the key building blocks of our society, if there’s any commodity you’d expect to lead a commodity rally, it’d be copper.
April 12, 20245 min read
4 Sectors that Could Have Monster Breakouts in 2024
As we close a year of market rebounds in the broad market, the commodity market lagged behind the Mag 7 tech darlings.
December 29, 20235 min read
