
Where mining meets financial markets. We break down the news that matters to investors and industry, without the fluff.
JJ, who writes under the Substack name Alyosha, spent decades as a pit trader on the Comex and Nymex, trading precious metals, energy, and commodities in an era before Bloomberg terminals and algorithmic flow. He has written ...
Straight into it with Ferg Cullen (aka Trader Ferg) in a volatile tape. Core view, energy security is back, and the system is tighter than markets are pricing. Europe is boxed in, storage low, and policy choices are starting ...
Matt Wilcox and his team have built six mines in the last 14 years and counting. Most of them in West Africa. Some in places where logistics alone would stop most teams before they start. He’s now running Robex and just pulle...
We sat down with Django Davidson, portfolio manager at Hosking Partners, to discuss the capital cycle framework, one of the most sensible lenses for investing in mining and commodities. Hosking manages ~US$8B in capital, usin...