CatastroNacional.com MiningPropertyRights in Chile

Mining Property Advisory, due diligence & trading (Co, Cu, Au, Li, Fe, Ni, REE) Records in Chile from 1891.

[CatastroNacional.com MiningPropertyRights in Chile @MiningPropChile]

The lucky countries:

#Lithium: Chile, Australia, Argentina, China, Brazil
#Cobalt: DRC, Chile, Australia, Russia, Cuba
#Copper: Chile, Peru, China, DRC, USA
#Graphite: China, Mozambique, Brazil, Tanzania
#Manganese: South Africa, Australia, Brazil, Gabon
#Nickel: Indonesia, Philippines, Australia, Russia, Brazil
#Rare earths: China, Brazil, Vietnam, Russia, India
Vanadium: Australia, Russia, China

As demand for critical minerals rises sharply, these countries appear particularly well positioned.

Source: @IEA @PwC

[CatastroNacional.com MiningPropertyRights in Chile @MiningPropChile]

Critical minerals: the lucky countries?

Chile, Australia, Argentina, China, Brazil, Congo, Russia, Cuba, Peru, USA, Mozambique, Tanzania, S. Africa, Gabon, Indonesia, Philippines, Vietnam, India

Could rare earths and other critical minerals create a new generation of resource-rich countries, similar to oil producers?

According to the IEA's Paris-aligned scenario, demand by 2040 could increase:

Lithium: up to 42×
Nickel: 20–25×
Cobalt: 20–25×
Graphite: about 4×
Rare earths: more than 3×

[CatastroNacional.com MiningPropertyRights in Chile @MiningPropChile]

#Copper & #Lithium : the world’s largest reserves are in Chile

But also relevant in #Gold #Silver #Nickel #Cobalt #REE

#StrategicMinerals
#AI #Electrification #Battery #EVs

[World Insights @World_Insights1]

World’s Largest Reserves:

1. Oil Reserves ⟶ 🇻🇪 Venezuela
2. Gold Reserves⟶ 🇺🇸 United States
3. Freshwater Reserves ⟶ 🇧🇷 Brazil
4. Natural Gas Reserves ⟶ 🇷🇺 Russia
5. Uranium Reserves ⟶ 🇦🇺 Australia
6. Diamond Reserves ⟶ 🇷🇺 Russia
7. Forest Area ⟶ 🇷🇺 Russia
8. Hydropower Capacity ⟶ 🇨🇳 China
9. Solar Power Capacity ⟶ 🇨🇳 China
10. Wind Power Capacity ⟶ 🇨🇳 China
11. Coal Reserves ⟶ 🇺🇸 United States
12. Copper Reserves ⟶ 🇨🇱 Chile
13. Lithium Reserves ⟶ 🇨🇱 Chile
14. Iron Ore Reserves ⟶ 🇦🇺 Australia
15. Bauxite Reserves ⟶ 🇬🇳 Guinea
16. Rare Earth Reserves ⟶ 🇨🇳 China
17. Silver Reserves ⟶ 🇵🇪 Peru
18. Nickel Reserves ⟶ 🇮🇩 Indonesia
19. Cobalt Reserves ⟶ 🇨🇩 DR Congo
20. Phosphate Reserves ⟶ 🇲🇦 Morocco

📊 Source: USGS, World Bank, EIA, FAO, IEA (2025–2026)

[Robert Friedland @robert_ivanhoe]

Copper copper copper… https://t.co/QZLc0Pys7s

[CatastroNacional.com MiningPropertyRights in Chile @MiningPropChile]

#Copper isn't just an industrial metal. It's the backbone of #Electrification

#Ai #Battery #EVs
#Mining

[Bloomberg @business]

Copper edged up to recoup some of last week’s losses as buying activity in China and flows of metal to the US supported the demand outlook https://t.co/pB0UeM4V1E

[CatastroNacional.com MiningPropertyRights in Chile @MiningPropChile]

Poland led monthly purchases at +14 ton. YTD total: +45 ton

China added +8 ton, the biggest ⬆️ since Dec ‘24, bringing official gold reserves to a record 2,322 ton

China has now purchased gold for 18 consecutive months

#CentralBank demand for #Gold remains incredibly strong

[MINING.COM @mining]

Poland, China lead renewed central bank gold buying https://t.co/6TcevXJj8b

[CatastroNacional.com MiningPropertyRights in Chile @MiningPropChile]

Can gold reach new highs?
UBS House View Briefcase

“Gold remains well below its January highs.”

“But we remain confident that gold prices will move.”

“We expect gold prices to reach USD 5,500/oz by year “

We expect structural trends, such as elevated government debt as well as central banks' and global investors' efforts to diversify, to support gold's long-term outlook.

[MINING.COM @mining]

Gold prices are expected to average a record $4,920/oz in 2026 as the bull run resumes, according to Metals Focus.

• Supply is forecast to rise 3.1%, driven by modest gains in mine production and recycling, while total demand is expected to fall 2.3% due to weaker jewellery consumption and lower central bank buying.

• Physical investment (bars and coins) is forecast to surpass jewellery as the largest component of gold demand for the first time.

Metals Focus notes the outlook reflects ongoing US policy uncertainty, concerns over the dollar’s long-term trajectory, and elevated geopolitical risks.

[CatastroNacional.com MiningPropertyRights in Chile @MiningPropChile]

#Copper #CriticalMineral :
Defence
EVs
Data centres
Emerging Asia
Other development
Renewables
India

[Oliver Groß @minenergybiz]

Will copper catch up to gold and silver in terms of performance over the next few years?

[CatastroNacional.com MiningPropertyRights in Chile @MiningPropChile]

Chile, which is in the decisive leg of negotiations for CEPA with India, is providing India with major #Mining opportunities in #CriticalMinerals copper, lithium and cobalt - that would power India's growth, semiconductor industry and green transition.
Chile possesses over 20% of the world's #Copper reserves, 30% of global #Lithium reserves (the world's second-largest producer) and a substantial amount of #Cobalt , offering significant opportunities for Indian companies to secure access to these minerals through greenfield and brownfield
mining projects.

[Lakshmisha K S @lakshmishaks]

Chile offered Indian firms access to copper, lithium and cobalt mining projects as India-Chile CEPA talks entered the final phase. Chile holds >20% of global copper reserves and 30% of lithium reserves. Both sides target CEPA completion in Q3–Q4 2026 to secure critical mineral supply chains.

[CatastroNacional.com MiningPropertyRights in Chile @MiningPropChile]

#Copper
#CriticalMinerals

#AI #Battery #EVs

[Robert Friedland @robert_ivanhoe]

In addition to @MorganStanley , @Citibank have also revised higher their near-term copper price target to $15,000 per tonne over the next 6-12 months ($13,636 per tonne today). Citibank expects price tailwinds from supply growth concerns, US copper tariffs, as well as strong global growth even if the Strait of Hormuz remains closed through the summer… and the reopening of the Strait being even more bullish for copper.

This is why Morgan Stanley says buy the dip

[CatastroNacional.com MiningPropertyRights in Chile @MiningPropChile]

#Copper has become an "AI play."

Its correlation with the #Tech stock index NASDAQ 100 is at its highest level in over 10 years

#CriticalMinerals

[Oliver Groß @minenergybiz]

Copper has become an "AI play." Its correlation with the tech stock index NASDAQ 100 is at its highest level in over 10 years 👇

[CatastroNacional.com MiningPropertyRights in Chile @MiningPropChile]

RT @robert_ivanhoe: After decades of hollowing out its own supply chains, the Quad countries are course-correcting with a smart initiative…

[CatastroNacional.com MiningPropertyRights in Chile @MiningPropChile]

#CriticalMinerals #SuplyChain

#Copper #Cobalt #Lithium
#Mining M&A

[Reuters @Reuters]

BlackRock sees merit in large scale mining M&A https://t.co/JIYIU3XxnW https://t.co/JIYIU3XxnW