BottomBounce
4月前
Resource-Driven Reasons Supporters Cite for $NAK
1. Pebble Contains One of the Largest Undeveloped Copper Resources on Earth
Supporters point out that Pebble’s copper endowment is massive by global standards.
With copper demand projected to surge from EVs, solar, wind, and grid expansion, a deposit of this scale is seen as strategically valuable.
2. Huge Gold Resource Adds Major Upside
Pebble’s gold inventory is measured in the tens of millions of ounces.
In a world where gold production is flattening and central banks are buying aggressively, a deposit with this much gold is viewed as a long-term asset.
3. Silver Byproduct Potential Strengthens Economics
The project contains significant silver that could be recovered alongside copper and gold.
With silver demand rising sharply in solar panels, electronics, and EVs, byproduct silver can materially improve revenue streams.
4. Critical Minerals: Molybdenum and Rhenium
Pebble includes molybdenum and traces of other strategic minerals used in:
High-strength steel
Aerospace components
Energy systems
Supporters argue that the U.S. needs domestic sources of these metals.
5. Global Copper Shortage Narrative
Many analysts warn that the world is heading toward a structural copper deficit.
If copper becomes scarce, large undeveloped deposits like Pebble could become dramatically more valuable.
6. U.S. Strategic Resource Independence
Pebble is located in Alaska, meaning the metals are under U.S. jurisdiction.
In a world of supply-chain instability, supporters argue that having a domestic source of copper, gold, silver, and critical minerals is strategically important.
7. Long Mine Life = Long-Term Value
Because of its size, Pebble could theoretically operate for decades.
Long-life mines are often viewed as “generational assets” that can produce through multiple commodity cycles.
8. Metal Prices Trend Higher Over Time
Copper, gold, and silver have all shown long-term upward price trends.
Supporters argue that even modest increases in metal prices can significantly improve the economics of a large, multi-metal deposit.
9. Optionality: The Resource Doesn’t Go Away
Even if development is delayed, the metals remain in the ground.
Bullish investors see Pebble as a long-term call option on:
Higher metal prices
Future technology
Shifts in U.S. resource policy
This “optionality value” is a common theme in natural-resource investing.
10. Scale Attracts Strategic Interest
Large, multi-metal deposits often draw attention from:
Major mining companies
Smelters
Governments
Industrial end-users
Supporters argue that Pebble’s sheer scale makes it difficult for the industry to ignore indefinitely. $NAK $COPX $GLD $SLV $REMX
BottomBounce
8月前
🛠️ Pebble Mine: A National Resource Superpower Waiting to Happen
🇺🇸 Why America Needs Pebble Mine Now
The Pebble Mine in Alaska holds one of the largest untapped mineral reserves on Earth. If developed, it could supply massive amounts of copper, gold, molybdenum, and rhenium — all essential for electric vehicles, defense systems, clean energy infrastructure, and advanced electronics.
🔥 Strategic Fact: Pebble has the world’s largest known deposit of rhenium — a rare metal critical for U.S. fighter jets and aerospace tech, currently almost entirely imported from foreign sources, mainly China.
💥 What’s at Stake
57 billion lbs of copper
71 million oz of gold
3.4 billion lbs of molybdenum
2.6 million kg of rhenium (measured)
$300–$500 billion in estimated resources
⚡️ This mine alone could power over 3 million electric vehicles, thousands of wind turbines, and the U.S. electrical grid of tomorrow.
🔧 What the Trump Administration Should Do
🚨 Unleash Pebble. Unshackle America.
A Trump administration in 2025 should make Pebble Mine a national strategic priority, using executive power and Congressional support to:
Reverse the EPA veto that blocked development on political—not scientific—grounds
Declare Pebble a critical infrastructure project under national security provisions
Accelerate permitting under a streamlined “America First” energy and mineral independence framework
Protect the environment through next-gen mining tech, not outdated fearmongering
🦅 It’s time to stop letting bureaucrats and foreign influence dictate America’s access to its own resources.
🇨🇳 Counter China With American Minerals
China currently controls the supply of many rare and strategic minerals, holding the West hostage in clean energy, electronics, and weapons manufacturing.
🔥 Pebble could shift that balance overnight.
It would immediately reduce U.S. dependence on Chinese copper, rhenium, and other strategic inputs.
A Trump-led initiative could position the U.S. as a net exporter of strategic minerals—turning Pebble into a weapon of economic deterrence and technological dominance.
💼 Jobs. Wealth. Security.
Up to 2,000 direct and indirect jobs
$180M–$262M annually in tax revenue for Alaska
$720M in annual GDP impact
Wages 35% above state average
💰 Pebble is not just a mine — it’s a generational wealth engine for American workers.
🌍 Responsibly Mined. Domestically Controlled. Globally Game-Changing.
Unlike foreign mining regimes, America has the highest environmental and labor standards on Earth. With new tech and strict oversight, Pebble can be developed responsibly — protecting Alaska’s natural beauty while unleashing its economic potential.
🚀 Final Message:
🦅 Pebble Mine is America’s shot at independence.
The Trump administration should champion it as a cornerstone of economic sovereignty, energy security, and technological dominance.
China has had the advantage for too long. Pebble is the pivot point — and it’s time to seize it. $COPX $NAK
johnsyn
14年前
Copper prices to remain high in 2012
Despite some price retracing in 2011, the copper physical market fundamentals remain strong; with liquid stocks near an all-time low. China’s growth will continue to underpin copper’s performance although it may not be the “market saviour” that it was in 2009. In the longer term, according to Intierra Resource Intelligence, increased mine supply will temporarily overwhelm the market. This will create a dip in the price of copper from 2014 to 2017 followed by a recovery in the last part of the decade. Production costs will become more of a factor in determining the price of copper and these costs are higher than in the past.
Intierra’s Executive Director, Glen Jones, will present Copper: Market Dynamics and the Exploration Pipeline at the PDAC 2012 Conference in Toronto, Canada on Sunday March 4 at 2:15 pm. This talk is part of the Commodities and Market Outlook session.
The PDAC four-day annual Convention held in Toronto, Canada has grown in size, stature and influence since it began in 1932 and today is the event of choice for the world’s mineral industry. In addition to meeting over 1,000 exhibitors and 27,000 attendees from 120 countries, it allows the opportunity to attend technical sessions, short courses, the Prospector’s Tent, the Core Shack as well as social and networking events.
INTERNATIONAL MINING
johnsyn
14年前
Copper and oil look good in 2012: Scotiabank
Andrew Topf | December 23, 2011
.A major Canadian bank is predicting better months ahead for copper and oil.
After falling for three consecutive months, Scotiabank’s Commodity Price Index showed a one percent gain in November, boosted by a sharp rebound in oil and firmer base metals prices.
Top 2011 performers in the index, according to Scotiabank, were sulphur, coking coal, potash, and hogs and cattle. Gold came seventh in the index with a 14.6% gain between late 2010 and mid-December of this year.
The bank noted that copper is in a supply deficit situation currently, and is likely to remain so in 2012 even with a 6% increase in world mined copper compared to a meagre 0.4% increase in 2011.
That will continue to put upward pressure on prices, notes Scotiabank commodities market specialist Patricia Mohr, who added that demand in China is likely to pick up soon:
“Much of the recent pickup in refined copper imports into China has reflected stockpiling by property developers for use as collateral for bank credit,” said Mohr. “However, China’s fabrication demand should strengthen again next spring, with prices surging back to US$4. Copper prices could average just under the US$4 mark through much of 2013.”
Mohr is also bullish on oil, pointing to rising prices for Brent crude, which was hovering around $107 a barrel on Thursday:
“One of my top picks is oil because, despite a lot of uncertainty in the global economy, weak performance in the Euro zone and slow growth in United States, oil prices have remained strong,” she told The Halifax Chronicle-Herald.
Zinc prices are also expected to pick up in 2012 and come on strong mid-decade due to dwindling supply, the newspaper reported.
MINING.COM
johnsyn
15年前
Copper set for worst performance since 2008 as China says ‘global recession is certain’
Frik Els | November 21, 2011 MINING.COM
.Reuters reports copper hit its lowest in nearly a month on Monday as investors, already mired in worries over Europe’s debt, digested news that US plans to combat debt are in disarray and took in warnings from China about gloomy global growth prospects.
While US politicians’ inability to reach consensus on tackling the country’s debt problems was greeted with little surprise and the Europe crisis has been foremost in investors’ minds for months, the statements by China’s Vice Premier overnight really knocked sentiment. Wang Qishan said that a long-term global recession is certain to happen and China must focus on domestic problems. China is the world’s top copper consumer, taking in about 40% of the world’s copper versus Europe that accounts for 19% of demand.
In early morning trade Monday in New York December copper declined 2.9% to $3.30 a pound. Copper has declined 22% to $7,525 a metric ton on the London Metal Exchange this year, heading for the first annual drop since 2008.
Reuters reports with so little to cheer on the macro side, investors took some comfort from data showing copper stocks, seen to signal demand strength, continued their relentless slide in LME warehouses.
On Friday Bloomberg reported 11 of 23 copper traders surveyed expect the metal to decline, the second consecutive week that their outlook worsened and the highest proportion since Sept. 23. The last time so many were bearish, prices dropped 4.6% the following week.
johnsyn
15年前
It’s worse than you think: Dr. Copper is Dead
Frik Els | November 23, 2011 MINING.COM
Reuters reports copper hit a one-month low on Wednesday, pressured by worries about the outlook for demand after factory growth in top consumer China slowed in November, a poor bond sale in Germany intensified concerns about the euro zone debt crisis and US efforts to tackle its budget flounders.
Three-month contracts for the red metal fell to a one-month low at $7,168 a tonne in intra-day trade in London and extended its losses in New York where it was trading at $3.27 a pound by early afternoon, its lowest level since October 25 and down 30% from its 2011 high of $4.61 set in February.
Copper used in the power, telecoms and construction sectors is often seen as a barometer for economic growth, but a new research report suggests “Dr. Copper is Dead” and that the red metal, along with oil, have actually been lagging other economic indicators.
In short: things may well be even worse than the fall in the copper price suggests. BusinessInsider quotes the research note from investment bank SocGen:
“Doctor Copper is dead because copper prices will, in our view, not be leading the ongoing slowdown of the global economy. Investors who use the copper price as a leading indicator for the current business cycle downturn are likely to be disappointed as copper is likely to lag other leading indicators. The reason for this is simple: the physical copper market is tight and has tightened further over recent months. The same is true for oil. The physical crude oil market is extremely tight at present, which explains why crude oil prices have been very resilient despite the terrible newsflow coming out of Europe and fears of a global recession.”
johnsyn
15年前
Record $8.5 billion likely spent in 2011 exploring for gold
Frik Els | September 18, 2011
.Research firm Metals Economics Group reports gold continues to be top exploration target accounting for more than 50% of global exploration of non-ferrous metals for the second consecutive year in 2011. Latin America is set continue to be the industry’s favorite regional exploration destination in 2011, while Canada will remain the top overall country.
Copper will account for roughly a fifth of 2011 nonferrous exploration budgets that is expected to exceed US$17 billion for expenditures related to precious and base metals, diamonds, uranium, and some industrial minerals. It represents an increase of about 50% from the 2010 total and a new all time high.
Budgets for grassroots, late-stage, and mine site exploration have all increased significantly, but the relative proportions allocated to each stage of development are expected to remain relatively stable compared with 2010. Despite a sharp rise in the amount of money planned for grassroots work in 2011, the proportion of the overall industry exploration effort committed to long-term project generation is anticipated to remain near historically low levels—about a third of 2011’s exploration total compared with an average of about half the annual exploration totals through the 1990s.
MEG’s analysis is based on information collected from more than 3,500 companies worldwide, of which about 2,400 are expected to have active exploration programs and will therefore be included in the final study
Last year the 21st edition of Corporate Exploration Strategies (CES) reported a 2010 exploration budget total of $11.2 billion. The industry restored almost two thirds of the $5.5 billion that was cut from exploration in 2009 in response to the global financial crisis. The speed and the strength of the 2010 rebound were a welcome surprise to many, given the severity of the downturn and widespread forecasts of a deep and protracted recession.
Regionally, Latin America (led by Mexico, Peru, Chile, Brazil, and Argentina) was the top exploration destination in 2010—a position it has held for the better part of two decades—while Canada was the top country overall. Gold was the leading target, attracting more than half the global exploration budget total, with copper a distant second. When uranium allocations are added to the $11.2 billion nonferrous total, 2010 planned exploration spending rises to more than $12.1 billion, a 44% increase from the 2009 total including uranium. MINING.COM
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