Investing in mines as of early 2026 is a "long-dated conviction bet" driven by a structural shift toward global electrification and energy infrastructure. While historically cyclical and risky, the sector is currently benefiting from projected metal deficits (particularly copper) and high commodity prices.
: Strong earnings from senior producers like Newmont Corp. are driving acquisitions of mid-tier and junior companies to secure future resource pipelines. Investment Profile: "Offense" vs. "Defense" investors looking buy mines
: A "meaningful deficit" in copper is projected for 2026, which may reach 6 million metric tons annually by the early 2030s. Investing in mines as of early 2026 is
Brian Leni: Mining Due for "Flood of Money," How I'm Positioning are driving acquisitions of mid-tier and junior companies
: Gold and silver prices have run "hot" in 2026, with gold trading well above $3,000 and silver over $90 per ounce, leading to record margins for senior producers.