Mine supply

Supply Chain Analyst

Tracks mine projects, grade decline, and multi-year supply gaps using USGS, ICSG, and producer disclosures.

Supply Mining

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Articles

• DR Congo Copper: Kamoa-Kakula, the Copperbelt & Africa's Mining Future

  Explore the Central African Copperbelt's massive potential through Kamoa-Kakula's world-class grades, the DRC's copper landscape, and the high-risk, high-reward investment thesis for frontier market investors.

• Peru Copper Mining: Las Bambas, Antamina & The Political Risk Crisis

  Peru is the world's #2 copper producer but faces mounting political risks. Analysis of Las Bambas, Antamina & the social license crisis affecting copper investments.

• Chile Copper Mining Crisis: Codelco Strikes, Production Cuts & Water Shortages

  Investigative analysis of Chile's copper mining crisis. Codelco production collapse, labor strikes, water shortages, and regulatory threats threaten 25% of global supply. What investors must know.

• Copper Recycling: How Much Copper Is Recycled Annually?

  Global secondary copper supply accounts for 35% of total consumption. Here's why recycling helps but cannot solve the looming supply crisis.

• Top 10 Largest Copper Mines in the World (2026 Rankings)

  The definitive ranking of the world's biggest copper mines by production. Updated 2024/2025 data on Escondida, Collahuasi, El Teniente, and more. Essential for copper investors.

• Copper Supply Crisis: The Looming 2025-2030 Shortage

  The definitive analysis of copper's impending supply crunch. S&P Global warns of 9.9 million tonne deficit by 2035. What investors need to know.