Offering Investors exceptional leverage to rising copper prices and increased sector M&A

Why Copper

Renewable energy and decarbonization goals make copper the “new oil”

Copper stands as the ubiquitous and indispensable commodity in the journey toward decarbonization, with the green energy transition poised to ignite a significant surge in demand for this vital metal. However, copper producers are ill-equipped to shoulder this critical role, facing the imminent threat of declining production due to a stubbornly sticky supply chain. Rising demand, declining production from the world's existing, often aging copper mines, dramatically declining rates of discovery of new resources, and increasing difficulty in commissioning new mines, all suggest scarcity will play a role in future copper prices. 

Why Mexico

A Giant in the Mining World

Mexico is a top ten producer of a host of metals. The No. 1 producer of silver, top 5 of each of lead and zinc; top ten producer of gold and copper. A rich geological endowment, a strong mining culture, and well developed infrastructure aid a large and growing mining industry.

With over 400,000 direct jobs and nearly 2 million indirect jobs stemming from its thriving mining sector, the country's economic vitality is evident. In 2021 alone, Mexico's mining production soared to a substantial US$16.7 billion, a testament to its growing influence in the industry. Notably, copper production has experienced a remarkable threefold increase over the past decade, solidifying Mexico's position as a key player in the market. Bolstering its status further, Mexico hosts the world's 5th largest in-situ resource of copper. As investors increasingly recognize its potential, Mexico is poised to emerge as the next big player in global markets, evident from the impressive US$2.9 billion foreign direct investment (FDI) injection into its mining sector in the third quarter of 2023.