Investors Looking Buy Mines -

Brian Leni: Mining Due for "Flood of Money," How I'm Positioning

: Demand for copper and other critical minerals is expected to grow 50% to 70% by 2040 due to EV and renewable energy infrastructure needs. investors looking buy mines

: Gold and silver prices have run "hot" in 2026, with gold trading well above $3,000 and silver over $90 per ounce, leading to record margins for senior producers. Brian Leni: Mining Due for "Flood of Money,"

Investing in mines as of early 2026 is a "long-dated conviction bet" driven by a structural shift toward global electrification and energy infrastructure. While historically cyclical and risky, the sector is currently benefiting from projected metal deficits (particularly copper) and high commodity prices. While historically cyclical and risky, the sector is

: Strong earnings from senior producers like Newmont Corp. are driving acquisitions of mid-tier and junior companies to secure future resource pipelines. Investment Profile: "Offense" vs. "Defense"

: A "meaningful deficit" in copper is projected for 2026, which may reach 6 million metric tons annually by the early 2030s.