Published on: June 21st, 2021 • Duration: 53 minutes
Real Vision editor Jack Farley welcomes Daniel Earle, president & CEO of Solaris Resources, to discuss the copper market, mining economics, and the effects of new political regimes in South America on basic metals. He believes that copper is experiencing a structural bull market due to robust demand recovery coupled with supply restraints that are slowly returning to pre-pandemic levels. Earle draws on his experience as an equity research analyst to illustrate his framework for analyzing mining companies and projects. Filmed on June 14, 2021.