EPISODE · Nov 29, 2024 · 52 MIN
Copper Mining Rules of Thumb with Ian Harris, CEO Libero Copper
from Grizzle Pod: Thematic Growth Investing · host Grizzle
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
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Copper Mining Rules of Thumb with Ian Harris, CEO Libero Copper
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