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This is a shot of David Lowell and I from December, taken soon after I had joined Solaris. When I offered to pick him up at his house that morning, he said don’t bother, he was taking an Uber!
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Daniel Earle
2K posts
Daniel Earle
@DanielEarle3
Global macro, commodities, equities. Solaris $SLS.to $SLSSF 'Copper Growth and Discovery'
Toronto, Canada Katılım Temmuz 2018
863 Takip Edilen3.8K Takipçiler
Solaris $SLS.TO $SLSSF Final Holes Pre-Resource
NE Extension:
SLS-54 356m of 0.73% from 50m (1,093m of 0.56% from surface)
Follow-up holes ongoing, 260m step-out platform completed plus next step under construction
Solaris Resources Inc.@SolarisResource
NEW #Warintza Central holes Add to near surface, high-grade NE and SE extensions on edge of resource, remain open Priorities for further growth beyond resource, f/u and step-out drilling underway Updated resource expected soon #Copper $SLS.TO $SLSSF bit.ly/3NFUL5w
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Jeff Currie of GS underlines point on physical market dominance:
#Copper stocks still at lows dating back to 2008 AFTER period of typical build despite macro narratives
No buffer built to accommodate shocks -> clear potential for $5.40 Cu over next 1-2 mo on supply hit
Daniel Earle@DanielEarle3
TD on metals trading paradox: "Shanghai traders send a strong message that supply disruptions still outweigh demand risk... taking advantage of recent dip to substantially increase longs" China knows inventories low, supply tight, policy lift inbound! #copper #nickel
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Low-cost renewable power solution
Structural advantage
Scale, efficiency
Low emissions
-> future of mining economy
-> future of Warintza
Solaris $SLS.TO $SLSSF
Solaris Resources Inc.@SolarisResource
$SLS.TO and CELEC @CELECEPOficial announce MOU to supply low-cost, emission-free hydroelectric power to #Warintza Locally sourced with goal of providing primary power Further studies to maximize potential for #electrified operations @guquillas $SLSSF bit.ly/3ucTl9K
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MAC to buy CSA from Glencore for $1.1b
5th #copper M&A transaction this cycle:
MATSA $1.9b
Sierra (45%) $1.6b
Jose $0.5b
TRQ $2.7b
CSA $1.1b
Last cycle - 35 transactions
This cycle requires >100 to solve 2x supply deficit and already setting records for prices
$SLS.to $SLSSF
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Resource strength = geopolitical strength:
"Australia announced A$500m in funding to boost output of critical minerals, aiming to diversify supply for allies"
-> Key for rare earths as miners can fund mines but impossible to fund downstream processing
reuters.com/article/austra…
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The Case for Investing in Nuclear Power:
-> #Uranium going mainstream
-> Explosive move coming with $SPUT US listing?
podcasts.google.com/feed/aHR0cHM6L…
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Daniel Earle retweetledi
#copper surges above $5.00/lb. Where do we get more #copper? 🧐
The #Warintza project of $SLS.TO can be part of the answer.🚀🚀🚀
@SolarisResource @DanielEarle3
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Sunday listening - Pozsar on #RussiaUkraine sanctions:
Reduced liquidity
Greater gov't spending
Higher inflation
Seizure of CB fiat #currency reserves
-> Cont'd rotation to #commodities
-> Re-emergence of #gold reserves
-> Turning point for #USD?
podcasts.google.com/feed/aHR0cHM6L…
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Russia metal supply fears focus on #aluminum #nickel #palladium, #copper to play catch up? New highs coming soon?
Russia only ~4% of global production, however, T-3rd largest global exporter with Australia
Source: Macquarie
Daniel Earle@DanielEarle3
Russian supply fears already lifting markets for nat gas, ferts, wheat, #aluminum, #nickel - direct impacts to supply below from @SoberLook Second order impacts - think summer European energy crisis, smelter shutdowns, stockpiling #zinc to new highs? #copper?
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Solaris $SLS.to $SLSSF
Latest drilling returns highest grades reported to date, near surface in near NE extension that remains open
SLS-48 - 100m of 1.64% CuEq from 50m depth w/in 852m of 0.56% CuEq
Near surface, high grade open to N and NE
Starter pit anyone?
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Russian supply fears already lifting markets for nat gas, ferts, wheat, #aluminum, #nickel - direct impacts to supply below from @SoberLook
Second order impacts - think summer European energy crisis, smelter shutdowns, stockpiling
#zinc to new highs? #copper?
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@CopperNew @SolarisResource ...amid what was expected to be a period of seasonal weakness in Q1 with Lunar New Year and Olympics shutdowns hitting demand. There simply isn't enough copper
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Core of the #metals story is #decarbonization
This decade, $16 trillion of green investment
= China growth in 2000s
Next decade, two more Chinas!
#Copper key to decarbonization, electrification
-> most important commodity strategically
Where's it coming from? $SLS.to $SLSSF
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Jeff Currie, Goldman Sachs, continued thought leadership on super cycle
Of 27 #commodities covered, every single one:
in deficit
inventories low, declining to critical levels
steep "super" backwardation
-> tight markets, expect spikes
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Daniel Earle retweetledi
Looking forward to presenting the #HighlanderSilver $HSLV story on the #SoarFinancial online event this Wed, Feb 15 @ 10am EST. See you there
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@evrytingisawsum Just wait, we are about to enter a period of seasonal draws that exceed visible inventories across exchanges. Where is the copper coming from?
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#copperinventories #copper
A little bump up.... commentary from Scotia on 2/2
$CS.TO $FM.TO $LUN.TO $TECK $HBM.TO $SLS.TO $OCO.V $FCX $RIO $BHP $SCCO $TKO.TO $ERO.TO $CMMC.TO $IVN.TO $COPX $FOM.V $AMC.V $SMT.TO $MARI.TO $FIL.V
Src:Scotia
1/2
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@DanielEarle3 Is that due to weather conditions + COVID/Labour shortage?
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$VALE
2021 #copper prod comes in at 297 kt,
down 63 kt from year prior
-> Below revised guidance of 360-380 kt
-> Far below original guidance of 390 kt
Supply underperformance across industry is a return to normal
Wider deficits, tighter market is story of 2022
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