Greetings Contrarian,

This is The Next Big Rush, your daily drop of mining and energy investing news. Where we come together and admire the beautiful green landscape.

Here are the highlights:

😎 Want To Understand The Tin Thesis?

👏 Lithium Miner Doubles Down

😮 Copper Juniors On High Alert

😎 Want To Understand The Tin Thesis?

Chris Donaldson, CEO of our client and sponsor TinOne has kindly sat down with us and explained why he’s so excited about tin. He also details how TinOne has accidentally found another very cool mineral on their properties, and how majors are flocking to his backyard with the same interest.

We’re happily long, strong, and biased. For more, check out: https://tinone.ca/

👏 Lithium Miner Doubles Down

Albemarle (NYSE: ALB), the world's largest lithium producer, has awarded a A$200 million ($135m) contract to engineering firm Monadelphous Group (ASX: MND) as part of its plan to double lithium hydroxide output at its Kemerton plant in Western Australia.

Albemarle aims to boost the plant's production by 50,000 tonnes per year, eventually achieving an annual output of 100,000 tonnes. The expansion involves constructing two additional processing trains at the Kemerton facility. Monadelphous' role encompasses the structural, mechanical, and electrical works associated with these new trains.

The project is expected to be completed in the second half of 2025.

😮 Copper Juniors On High Alert

You may have noticed that Small to mid-sized copper miners are struggling due to falling copper prices, leading many to cut output and consider new investment to survive the downturn.

Depressed prices are forcing companies to reduce exploration budgets and other expenses, potentially leading to an increase in M&A activity in the sector.

This year has already seen $22 billion worth of copper M&A launched. The need for additional liquidity and the difficulty of developing new mines could drive further consolidation in the industry.

There’s nothing bad in mining that can’t get worse. We foresee bargains.

📰 In Other News:

🐦 Tweet Of The Day

Happy Speculating!

The Editor

DISCLAIMER: None of this is financial advice. This newsletter is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. Please be careful and do your own research.