In this issue, we’re heading to the Andes in southern Peru to invest in Southern Copper Co., a little-known mining giant that will be a big winner in the green energy revolution.
Right now, copper is set up for an epic run higher in price…
Politicians are aggressively moving the world away from fossil fuels and toward green energy solutions. All fine and dandy (despite the energy crisis to come).
But that process of re-electrifying global utility infrastructure and the world’s vehicle fleet is a highly copper-intensive process.
The process is so intensive, in fact, that S&P analysts calculate that exploding demand means the world will consume more copper over the next decade or so than all the copper consumed between 1900 and 2021.
So, this month, we’re going to invest in the world’s most efficient copper-mining company.
All the details are in your March issue.
Elsewhere in this month’s issue, Ted Baumann, International Living’s Chief Global Diversification Expert, pens a fascinating story about our rapidly changing investment landscape.
Every decade or two, the major ideas that underpin everything about our economies and markets flip radically and we end up in an entirely new investment world… in a new “macro regime.”
Over the past 100 years, there have been six of these macro regimes. Now, as evidenced by the current banking crisis, we’re entering the seventh…
Recognizing these moments, and knowing how to react to them, is critical. (It’s what made Warren Buffett the legend he is today.)
Ted explains what this new macro regime looks like and how you should react to it, in your March issue.
Finally, in this month’s Intel Updates, I point you to the first item: Why U.S. oil production will never exceed pre-pandemic levels.
A key problem is that America lacks new refining capacity. The last refinery with “significant capacity” was built in 1977. That fact dissuades U.S. oil producers from producing lots more oil because there’s nowhere domestically for the oil to be refined. It ultimately plays into that theme I mentioned earlier about a crisis to come in the energy industry. All this and more is in your March issue…
