Grizzle Pod: Thematic Growth Investing

Copper Mining Rules of Thumb with Ian Harris, CEO Libero Copper

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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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    Grizzle Pod: Thematic Growth InvestingBy Grizzle
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