Believer in mining's role to shape our future. Global strategist, locally driven.
Vancouver
Joined September 2012
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Ian R. Harris retweeted
Pow! Mocoa Cu-Mo project moving from resource growth toward development @Cu_Giant $CGNT.v @IanHarrisMining tells @KitcoMining. Mocoa hosts 12.7Blb #copper, has @trafigura offtake and a willing govt, & more youtube.com/watch?v=W1Xp6Vox…
Ian R. Harris retweeted
Uno de los primeros pronunciamientos del vicepresidente José Manuel Restrepo en su agenda con inversionistas en Nueva York tuvo lugar en el Concordia Annual Summit, donde destacó el potencial de Colombia para convertirse en un actor relevante dentro de las nuevas cadenas de suministro de minerales críticos.
El país ha dejado claro su compromiso de avanzar del potencial geológico al desarrollo ágil de proyectos, con reglas claras, participación privada y condiciones que aseguren inversiones sostenibles de largo plazo.
Ian R. Harris retweeted
Copper is trading around $14,470 per tonne today, which is ~$400 per tonne (~3%) below its all-time high....despite no news on tariffs and the first Fed rate hike in 3 years. Copper is on course for a weekly gain of ~3%. This is because physical buying has STRENGTHENED this past week.
The Yangshan premium, the amount paid above the London Metal Exchange (LME) price to import copper cathode into China, has increased to $124 per tonne today... the highest level since November 2022 (chart below 👇). And, the COMEX continues to trade at a premium to the LME (the 3-month is ~$140 per tonne & the 6-month is ~$400 per tonne).
This is not surprising...
Governments worldwide are investing heavily in grid infrastructure, rearmament and defence... while hyperscalers are racing to be the first with the largest data-centre capacity. There will continue to be significant buyers of physical copper, whether the Fed continues to hike or not.
Ian R. Harris retweeted
Frank Giustra: This Is a Forever War. Own Gold and Copper youtu.be/NF4r9k34F5Y?si=TvBq… via @YouTube
Congrats team. Think big.
StrikePoint Gold has completed a landmark C$190 million financing, placing it among the top mining financings of all time on the TSXV.
To learn more, visit: strikepointgold.com
TSX.V: SKP | OTC: STKXF
$SKP $STKXF #strikepoint #skp #gold
Ian R. Harris retweeted
We’re seeing unconventional interest in mining that I have never seen in my 45 years in mining
bloomberg.com/news/articles/…
Ian R. Harris retweeted
🇨🇴🤝🇺🇸 Colombia y Estados Unidos fortalecen su cooperación en minerales estratégicos y energía nuclear.
La firma de dos Memorandos de Entendimiento permitirá avanzar en seguridad y transición energética, innovación, conocimiento científico, inversión responsable y desarrollo productivo regional, bajo altos estándares técnicos, ambientales y regulatorios.
Esta alianza busca transformar el potencial minero y energético del país en más industria, tecnología, empleo formal y oportunidades para las regiones.
📎 Conoce todos los detalles en el comunicado adjunto.
The push keeps coming.
Day 32 in office. President Abelardo de la Espriella, “El Tigre.” @ABDELAESPRIELLA
@marcorubio and Foreign Minister Omar Bula signed a U.S.–Colombia critical minerals framework. Public and private capital — guarantees, loans, equity, offtake, insurance — to identify and finance mining and processing projects over the next SIX MONTHS. Clock starts now.
“…secure supply chains in the mining of critical materials…”
Don’t blink.
#Atención El secretario de Estado de EE. UU., Marco Rubio, y el canciller colombiano, Omar Bula, firmaron dos memorandos de entendimiento en materia de cooperación estratégica civil en materia nuclear y para el aseguramiento de las cadenas de suministro en la minería de materiales críticos y tierras raras. El presidente De La Espriella asistió como testigo de honor.
Ian R. Harris retweeted
Today marks an important and renewed commitment to our long-standing relationship with the great people of Colombia.
🇺🇸 🤝 🇨🇴
Ian R. Harris retweeted
A New Chapter For Mining In Colombia: Pro-Mining Administration Takes Office In Bogotá robertsinn.substack.com/p/a-…
In less than 30 days, the tone from Bogotá has changed decisively—from restriction and uncertainty to investment, permitting reform and resource development—raising the possibility that one of the most geologically endowed countries in the Americas is finally prepared to turn its mineral wealth into economic growth. @Frank_Giustra @IanHarrisMining @Ariski73 $CNL $CGNT.V $ARIS
Ian R. Harris retweeted
I predict Colombia will become one of the hottest mining jurisdictions in the world over the next 4 years .It has the same mineral potential as Chile and Peru but has been starved of development capital.
Colombia scraps 10 mining restrictions to lure investors dlvr.it/TVJrgX
Hope you are all watching. Hasn’t even been the first 30 days of his presidency. Buckle up.
Colombia scraps 10 mining restrictions to lure investors dlvr.it/TVJrgX
Ian R. Harris retweeted
Only six major copper discoveries have been made worldwide since 2020, totaling 8.8 million tonnes, even as exploration budgets rose to $3.3B in 2025.
Grassroots exploration has fallen to a historic low share of spending. Instead of finding new deposits, companies are pouring budgets into brownfield expansions on mines they already have.
The largest deposit driving recent growth, Filo del Sol, was discovered in 2000.
Primary mine output is expected to peak around 2030. New mines take 15 to 20 years to build.
Source: S&P Global Market Intelligence
Ian R. Harris retweeted
🚨Atención: La ministra de Minas y Energía, Nohemí Arboleda, anunció la derogación de las resoluciones que delimitaban los Distritos Mineros Especiales. Afirmó que la medida busca dar tranquilidad al sector, reactivar la inversión e impulsar la formalización de la pequeña minería.
“Los Distritos Mineros estaban mal diseñados: la ley los creó para ordenar el territorio, pero terminaron usándose para sustituir la minería y frenar la inversión”, señaló.
Ian R. Harris retweeted
La ministra de Minas y Energía, @mn_arboleda, dejó uno de los mensajes centrales de la primera jornada del Congreso Nacional de Minería 2026:
“Tenemos que trabajar juntos entre un Estado que defina reglas, brinde estabilidad y remueve obstáculos; la empresa que cumple un rol de inversión; y la comunidad que pone el territorio cuando ve la prosperidad. Nuestro propósito es que ser minero vuelva a ser un orgullo en Colombia”.
#ColombiaPaísMinero
My surprise here isn’t the price action. It’s how long the market ignored it or played chicken. Might be just another canary in the coal mine.
Tungsten prices rose 310% between January and July, one of the sharpest commodity rallies of the year.
China produced 79% of the world's mined tungsten in 2025 and controls 85% of refining capacity, its own mined output actually fell 10% year-on-year as export controls tightened.
Even if every announced project outside China succeeds, S&P Global still projects a 16,000-tonne supply gap by 2030.
Prices have already cleared the cost needed to fund new mines. New projects can still take up to 16 years to reach production.
Source: S&P Global (via The Oregon Group)
“The copper supply deficit is real,” @Frank_Giustra said. “Projects like this one will be put into production. And now we have a very mining-friendly government in Colombia. A perfect storm.”
@Cu_Giant intercepts 771 meters at Mocoa as @Frank_Giustra says project is “getting bigger and bigger”
(Kitco News by @JeremySzafron) - The latest drilling supports the model behind a billion-tonne resource as the world searches for its next generation of large copper mines.
Seven hundred seventy-one meters of mineralization would be the entire headline at most copper projects.
At Mocoa, the more important detail may be that the #copper showed up almost exactly where the model said it would.
kitco.com/news/article/2026-…
Ian R. Harris retweeted
@Cu_Giant intercepts 771 meters at Mocoa as @Frank_Giustra says project is “getting bigger and bigger”
(Kitco News by @JeremySzafron) - The latest drilling supports the model behind a billion-tonne resource as the world searches for its next generation of large copper mines.
Seven hundred seventy-one meters of mineralization would be the entire headline at most copper projects.
At Mocoa, the more important detail may be that the #copper showed up almost exactly where the model said it would.
kitco.com/news/article/2026-…
As (I think) Strikepoint's longest serving director, what the team did is inspirational. Congrats $skp.v @StrikepointGold
StrikePoint Announces Agreement to Purchase the Northumberland Project, a Gold Deposit in Nevada’s Walker Lane, from Newmont Corporation $SKP.V tinyurl.com/23heq6nz
