Section
Copper
8 posts
The Bill You Didn't Know You Were Running
AI's Energy Footprint Is Larger, Dirtier, and Less Transparent Than Anyone Is Telling You
JH Explorer in the Andes: Take my breath away – Inside the Vicuña district, a future engine of global copper supply
During a recent site visit high in the Andes Mountains, Portfolio Manager Tal Lomnitzer discovers one of the world’s most compelling emerging copper districts. What stood out was not only the sheer scale of the Vicuña opportunity, but its potential role in supporting the global shift toward electrification and energy security.
GS: When Trillions Rotate Into Billions
Commodities are off to a volatile start in 2026. But Goldman Sachs’ Daan Struyven argues1 the move isn’t…
Energy Is Destiny: War, China, Gold, Canada & the 60/40 Era
Listen on The Move If energy is destiny and stockpiles signal intent, then this episode may completely…
Metals Everywhere, All at Once
Jeff Currie, long-time commodity trader, and partner at Carlyle, on Hoarding, De-Dollarization, and Why the Commodity Supercycle Still Has Years to Run
The Case for Core International Equity Exposure
Michael Greenberg, Head of Americas Portfolio Management at Franklin Templeton explains why international equities are no longer a tactical side bet, but a structural core allocation—and how disciplined portfolio construction is becoming the real source of durability
Energy, Copper, and Gold ETFs and a World Running Out of Slack
Listen on The Move When commodities stop behaving like trades and start behaving like truth detectors, portfolios—and…
Unearthing The Future
by Carl R. Tannebaum, Chief Economist, Northern Trust Mining brings economic benefit and environmental costs. Mining is one…
Adam Turnquist: A Pullback Opportunity in Copper
by Adam Turnquist, CMT, Chief Technical Strategist, and Team, LPL Financial Gold has captured most of the spotlight…