We had a really insightful conversation with Ian Harris, CEO of Libero Copper on X Spaces, discussing the fundamentals of copper mining - a real 101 / rules of thumb for mining the critical energy metal of the future. Ian brings a wealth of insight to the pod, 20 years of experience in the industry as a mining engineer.
Topics include:
- Macro drivers of copper supply / demand
- China's dominant role in production and smelting
- Lack of large-scale copper project developments
- Risk-aversion in mining and why major mining companies are more disciplined with deploying capital than before
- The Valley of Death - a critical phase for junior mining companies
- Market conditions heavily influence project funding opportunities
- Colombia presents significant opportunities for copper mining.
- Libero's Mocoa deposit: substantial resources and potential for expansion
