Mint Finance

Mint Finance's investment research blends deep fundamental analysis with technical & quant insights. Investment strategies straddle across multiple asset classes with risk management embedded into every trade to deliver an outsized reward-to-risk ratio.

Mint Finance's research is centered around three key themes. First, energy transition and climate change. Second, artificial intelligence. Third, shifting world order with its impact across politics and monetary economics.

Deep Fundamental Analysis

Precious Perspectives Part 1: China’s Silver Scarcity Pushes Silver Higher

Precious Perspectives Part 2: Recessionary Fears Fuel Upside Potential in Gold Silver Ratio

Yield Curve Inverts Further on Rising Recession Risk

Bullion Ballet: Trading the Gold Platinum Ratio

Bitcoin to Continue Outshining Gold In 2024

Battle Lines Drawn As BABA Builds Out First/Last-Mile Capacity; But Who Will Fund 75+ Bn CNY CapEx?

Metals, Ores, and Mining Firms, Mint Finance

Pranay Yadav

Metals, Ores, and Mining Firms

Commodities

<ul>
<li>Copper supply facing headwinds with a shortage of copper ore which has led to spiraling copper refining margins.</li>
<li>Copper futures trading sharply higher than cash prices and term structure for copper futures has steepened. </li>
<li>Gold to copper ratio can be used to express a bullish view on copper prices with relatively lower risk compared to a straightforward long copper position. </li>
</ul>


Copper supply facing headwinds with a shortage of copper ore which has led to spiraling copper refining margins.
Copper futures trading sharply higher than cash prices and term structure for copper futures has steepened. 
Gold to copper ratio can be used to express a bullish view on copper prices with relatively lower risk compared to a straightforward long copper position. 


Copper

Will Copper Shine Brighter than Gold?