*copper mining stocks

Bitcoin a.k.a. “You will own nothing and you will be happy”.

Thanks for sharing economics 101.

Yes, which is telling a lot about chips stocks. Also zoom out.

If only there been any connection between technology and chips. One can wonder.

Eine Kreislaufwirtschaft ist bei einer weltweit steigenden Kupfernachfrage unmachbar. Selbst wenn Deutschland anfangen würde, auf den Rest der Welt zu scheißen, werden sie ohnehin mehr Kupfer benötigen, als auf ihrem Staatsgebiet oberirdisch physisch existiert – einschließlich Mülldeponien und Artefakten aus der Bronzezeit.

Es ist eine Frage, ob man so tun will, als ob Kupfer magisch aus dem Nichts und zum Nulltarif entsteht, nur weil ein deutscher Fabrikant mal eben ein paar hundert Tonnen für die Produktion von E-Autos und Solarpanels herbeizaubern wollte, oder ob es aus dem Boden geholt wird. Natürlich sind die Abbaustandards in Deutschland höher als in China.

Wenn es doch nur einen Zusammenhang zwischen Kupfer und der Stromerzeugung aus Wind- und Sonnenlicht gäbe…

It’s cool that you condemn Chinese models too.

我的天！他们怎么敢冒犯伟大的中国？！

Meanwhile deep value stocks with 50+ percent margins barely attract any money. Just look at mining sector - we supposedly want so called green transformation but investors behave like mining is about to get bankrupt. My question is - where are we going to get all metal needed for these turbines, panels and EV? Not to mention replacing stockpiles of ammo sent to Ukrainians. And there is electrification of large portions of Africa and Asia. Yes, still about 1 billion of people have no access to electricity and about 2 live in energy poverty. Recycling is not going to cover needs for metal.

Ask yourself are elites buying mining stocks while retails sleeps invested in overpriced AI and tech stocks? Who is going to be their exit liquidity?

I hope many Polish politicians will increase that count by becoming astronauts themselves. Preferably with one way ticket.

No carrier rockets so far. Only Polish made satellites.

Poles hate criticism. Especially the constructive one.

Even Poles hate on Poland.

What’s anti _P_olish in statement that Poland is full of idiots and the way Polish armed forces reacted is a fucking joke? I been living my whole life in Poland and I agree.

xD

Yep, we have plenty of them.

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The Relationship Between Sogo Shosha and Mining

Sogo shosha (Japanese general trading companies) play a critical role in the global mining sector. Instead of just buying and selling commodities, they act as major global investors, project developers, and supply chain managers for raw materials. Their relationship with mining is driven by three main strategies:

Securing Resource Security: Japan lacks natural resources. Companies like Mitsubishi, Mitsui, and Itochu invest heavily in overseas mining projects (e.g., in Australia, South America, and Africa) to guarantee a stable supply of coal, iron ore, copper, and rare earths for Japanese industries.

Shift from Trading to Equity Ownership: Historically, sogo shosha were just middlemen. Today, they hold direct equity stakes in major mines worldwide, often partnering with mining giants like BHP or Rio Tinto. They earn massive profits from dividend income when commodity prices rise.

Green Energy Transition: Recently, sogo shosha have shifted their mining investments away from thermal coal. They are now aggressively investing in “critical minerals” like lithium, nickel, and copper, which are essential for electric vehicles (EVs) and renewable energy technologies.