Thyana Alvarez

Líder Social. Defensora de los Derechos Humanos. Protectora y Defensora de la vida, las comunidades, el medio ambiente y el desarrollo sostenible!

[MINING.COM @mining]

Copper is approaching record highs as rebounding Chinese demand collides with tightening global supply conditions.

As prices recently breached the $14,000/t mark, electrification is becoming an increasingly important driver of demand. Data centers and other strategic uses are projected to reach 45% of total copper demand by 2040.

▪️The Supply Shock: Middle East disruptions have triggered a global sulfuric acid shortage — a key input for roughly 20% of copper production. With acid prices nearly doubling and inventories in China falling, production costs are being reset in real-time.

▪️The Strategic Shift: Electrification is now the fastest-growing end-use, shifting demand away from cyclical construction toward long-term energy security and power systems.

▪️The Sprott Outlook: Analysts highlight that these strategic segments are set to jump from 32% to 45% of total copper demand over the next 15 years, significantly outpacing traditional industrial growth.

[Copper Giant @Cu_Giant]

NEWS — MAY 5, 2026 — Copper Giant Begins Planned Comprehensive PEA for the Mocoa Copper-Molybdenum System with Globally Recognized Development Team

The PEA marks a key step toward defining the development pathway at Mocoa, with multiple scenarios to be evaluated as the project advances.

READ: https://t.co/v1VuT4kOfO

$CGNT.V $LBCMF

[KommodityKing @KommodityKing]

Bank of America just put a $135-$309 range on silver by year-end.

The math:
→ 6th consecutive year of global supply deficit
→ 762 Moz cumulative shortfall since 2020
→ Silver designated a U.S. Critical Mineral
→ Gold-silver ratio historically stretched
→ AI data centers + solar + defense competing for supply
→ U.S. imports 77% of its silver

Current: ~$77. BofA base: $135. Extreme: $309.

This isn't a moonshot. It's a supply-demand imbalance that compounds every year. Mines take 10 years. The deficit is 6 years deep.

#Silver #SilverPrice #BankOfAmerica #Commodities #PreciousMetals #SupplyDeficit #CriticalMinerals

[Héctor Chamizo @hectorchamizo]

Según @FrankCappelleri, el cobre está muy cerca de realizar un movimiento bastante explosivo al alza.

Estamos en la era de los recursos. Materiales y picos y palas.

[SilverTrade @silvertrade]

🔥BANK OF AMERICA CALLS FOR SILVER TO REACH $135-$309 BY YEAR END 2026⚠️

🚨Major bank’s silver forecast is turning heads across Wall Street

Bank of America's metals chief just issued a silver price target so wide it raised eyebrows even among bulls‼️

Most commodity forecasts move in a narrow band. Analysts nudge numbers up or down a few percentage points and call it a year-end target.
What Bank of America just put on the table is something else entirely...
https://t.co/1624XegsJA

[Paloma Valencia L @PalomaValenciaL]

Muy bien, vice. Colombia no puede seguir dándole la espalda a un sector estratégico que bien hecho genera desarrollo, inversión y oportunidades. La verdadera amenaza no es la minería formal, sino la ilegalidad que destruye, contamina y financia el crimen.

[Copper Giant @Cu_Giant]

How do you drill smarter and faster in a significant copper project? Cutting edge technology.

Copper Giant’s first directional daughter holes have validated and exceeded the current resource model, returning up to 0.97% CuEq over 68m within 371m of 0.53% CuEq, while expanding mineralization into areas previously modelled as waste.

Conventional drilling limits each hole to a single target, increasing cost and footprint at this scale.

In collaboration with Aziwell, Copper Giant is deploying the AziDrill Directional Core Barrel, enabling multiple daughter holes from a single platform and more efficient targeting of mineralized zones.

More data per metre. Faster drilling. Smarter exploration.

Advancing Mocoa toward resource conversion and PEA-level development.

$CGNT.V $LBCMF

[Juan Daniel Oviedo @JDOviedoAr]

El sector minero-energético es estratégico. No podemos seguir sentados sobre riqueza sin convertirla en desarrollo, inversión y cierre de brechas.

La minería bien hecha es aliada del territorio. El verdadero enemigo es la ilegal: destruye el ambiente, financia el crimen y bloquea la formalización.

@acmineriacol

[SilverTrade @silvertrade]

🚨Former Bullion Banker Asks,
"ARE WE WITNESSING THE EARLY STAGES OF SILVER'S NEXT MAJOR LEG HIGHER?" 🚀📈

"This rally is being driven by a healthier, less crowded market structure following January’s washout. With China back, leverage reduced, & structural deficits still firmly in place, the foundation for a sustained move higher in silver is STRENGTHENING." -Robert Gottlieb

[The Kobeissi Letter @KobeissiLetter]

The global rush for copper shows no signs of slowing:

Copper inventories at Comex, Shanghai Futures Exchange, and London Metal Exchange are up to 1.02 million tons, the highest in 23 years.

Copper stockpiles have DOUBLED since September.

Since 2024, inventories have soared +380%, one of the most rapid increases in history.

Copper inventories at Comex alone surged to a record 534,405 tons in the first week of February.

Copper inventories in warehouses tracked by the London Metal Exchange have surged for 27 consecutive days, the longest streak since 2009.

Global copper stockpiles are skyrocketing.

[Katusa Research @KatusaResearch]

https://t.co/eo7lWS5Jrk

[Trung Phan @TrungTPhan]

Robert Friedland on the masive copper shortage to meet future grid, clean energy and AI demand:

“We’re consuming 30m tonnes of copper a year. Only 4m tonnes of which is recycled. That means to maintain 3% GDP growth — with no [further] electrification — we have to mine the same amount of copper in the next 18 years as we mined in the last 10,000 years, combined.

In the next 18 years, I’ve got to mine the same amount of copper as we mined the last 10,000 years. [This is without any new] electrification, without data centers, without solar and wind and the greening of the world economy. You people have no idea whatsoever what we’re facing.”

[Iniciativa por la Minería Sostenible @mineriasosteni2]

"El derecho a la protesta no es absoluto y debe ejercerse en el marco del respeto por los derechos ajenos y la legalidad".

Juez de tutela protege derechos afectados por bloqueos y retenes.
Saludamos que exija a gobiernos generar diálogos con equilibrio.

https://t.co/VbzSxar5PX

[Outcrop Silver @OCG_Silver]

Drill Results Update!

Outcrop Silver expands the La Ye vein system to 500+ metres along strike, with the La Lupe vein now confirmed for over 200 metres!

High-Grade Intercepts Include:
DH433 – 0.82m at 686 g/t AgEq, including 1,233 g/t AgEq over 0.45m
DH435 – Narrow high-grade splays, with intercepts reaching up to 734 g/t AgEq

These results reinforce Santa Ana’s scalability and high-grade potential!

Full details in our latest news release: [https://t.co/6dkLq0B7VY]

$OCG.V $OCGSF #Silver @OCG_SilverGold
Santa Ana - One of the world's highest-grade primary silver deposits

[Copper Giant @Cu_Giant]

NEWS — February 12, 2025 — Libero Copper is pleased to announce the completion of the Montclar Bridge, a pivotal infrastructure milestone at the Mocoa porphyry copper molybdenum project in Putumayo, Colombia.

Fully permitted prior to construction, the Montclar Bridge now serves as the final link in an access corridor that begins at Montclar and extends 2,100 metres to the deposit area—a corridor that was fully rehabilitated during mobilization at the end of 2024.

READ: https://t.co/Jx7bCMzVY5

$LBC.V $LBCMF

[Copper Giant @Cu_Giant]

Coming Down the Hill #1

At the Mocoa deposit, drilling commences deep within Colombia—over 1,000 metres beneath the surface—where a modular rig forges a path without the need for extensive roads, minimizing its environmental footprint.

Each meter of rock reveals hidden traces of copper and molybdenum, setting the stage for the discovery of Mocoa’s untold mineral wealth.Once extracted from the drill tube, the true journey of the core begins: it is carefully arranged, alignment marked, and prepared to enter its new home—the core box—each step unlocking another chapter of the rich story hidden beneath Colombia’s surface.

$LBC.V $LBCMF #copper #molybdenum

[Copper Giant @Cu_Giant]

Sweden’s lessons, Colombia’s future—Sweden learned the hard way, turning centuries of mistakes into a global benchmark for environmentally conscious metal production. Because Colombia has set a bold vision to lead the green transition by leveraging its rich endowment of critical metals, the Swedish Embassy in Bogotá has gathered those who share a forward-looking mindset that mining can be sustainable, transparent, and innovative.

We were honored to be among the few invited to launch the MARS Programme—a Swedish–Latin American initiative shaped by Sweden’s mining legacy of over a thousand years. Today, Sweden leads the EU in ore and metal production while continually refining more transparent and pioneering practices.

A special thanks to Business Sweden in Bogotá for believing a similar path is possible here, and for selecting us to be part of a journey where real action, collaboration, and better mining can help shape Colombia’s future.

$LBC.V $LBCMF

[Copper Giant @Cu_Giant]

Meet Mocoa’s Latest Copper & Moly Star – MD-044.

This hole has everything a porphyry geologist wants: multiple veining stages, strong hydrothermal alteration events, and, of course, multiple styles of moly, plus A, C, and D type veins —oh my! It’s geological eye candy at its finest.

From top to bottom, MD-044 covers 1,141 meters of continuous mineralization, averaging 0.46% CuEq (0.27% Cu, 0.04% Mo), including a 542-meter high-grade interval at 0.69% CuEq (0.41% Cu, 0.07% Mo)*.

With copper demand soaring and new discoveries shrinking, this near-surface copper + moly stretch proves Mocoa's emergence as a promising source of green metals.

(*Refer to news release dated January 6, 2025. For further info, see NI 43-101 Technical Report, January 17, 2022.)

$LBC.V $LBCMF #copper #molybdenum

[Copper Giant @Cu_Giant]

This week, China enacted new molybdenum export controls—45% of the ~627M lbs forecasted for 2024 originated from China. Meanwhile, Libero Copper’s Mocoa project in Colombia hosts an inferred resource of 510.5M lbs Mo (1). With supply chains scrambling for stable sources, Mocoa’s significance has never been clearer.

Colombia, a major non-NATO Ally of the U.S., strengthens Mocoa’s strategic importance. Molybdenum is critical for high-strength steel, aerospace alloys, and advanced manufacturing—essential to defense, energy, and infrastructure.

As China tightens exports, uncertainty in global supply chains is rising and with growing demand for secure, responsible sources of critical metals, Mocoa’s near-surface deposit could play a key role in the future of molybdenum supply.

(1). For further information refer to National Instrument 43-101 – Standards of Disclosure for Mineral Projects (“NI 43-101”) Technical Report, entitled “Technical Report on the Mocoa Copper-Molybdenum Project, Colombia”, dated January 17, 2022, prepared by Michael Rowland Brepsant, FAusIMM, Robert Sim, P.Geo, and Bruce Davis, FAusIMM. with an effective date of November 01, 2021. Link: https://t.co/zbp55CNHev

$LBC.V $LBCMF #copper #molybdenum

[Asociación Colombiana de Minería @acmineriacol]

“La minería no es la causa principal de la pérdida de biodiversidad; esta se debe a factores como la expansión de la frontera agrícola y la contaminación de los ríos. Es positivo que las empresas mineras promuevan estándares en protección de la biodiversidad y mitigación del cambio climático” @brigittelgb