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

Grizzle Pod: Thematic Growth Investing

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