Podcasts about Codelco

Conozcamos lo más destacado de la labor de las Comisiones Especiales Investigadoras a lo largo de la semana del 19 de mayo, oportunidad en la que las comisiones que indagaron sobre las listas de espera y el acuerdo para la explotación del litio entre Codelco y SQM, aprobaron sus informes de conclusiones y propuestas. Los presidentes de las instancias, Tomás Lagomarsino y Cristián Tapia, valoraron el análisis parlamentario de dos temas complejos.Conduce el periodista Carlos Fernández.

"La candidata una vez más entra en discusiones que desvían la atención y ponen en cuestionamiento a la principal empresa minera del mundo", dijo Aisén Etcheverry.

Economistas que se dieron cita en El Primer Café de Cooperativa este jueves avalaron el llamado de la candidata presidencial de Chile Vamos, Evelyn Matthei, a revisar el acuerdo entre SQM y Codelco para la explotación de litio en el Salar de Atacama. Para Raphael Bergoeing, presidente de la Comisión Nacional de Evaluación y Productividad (CNEP), "el escrutinio es algo a lo que siempre tiene que estar sometida una empresa como Codelco, por su importancia cuantitativa y estratégica". Conduce Cecilia Rovaretti.

Sobre el pacto parlamentario que reúne a Republicanos, Libertarios y Social Cristianos y de la arremetida de Evelyn Matthei en contra de la alianza Codelco-SQM, Ramón Ulloa conversó con Paula Valenzuela y Andrea Vial en una nueva edición de Rat Pack del Mesa Central.

Február 25-én Chile az elmúlt 15 év legsúlyosabb áramszünetét szenvedte el, amely az ország 16 régiójából 14-et érintett, és a lakosság több mint 90%-át hagyta áram nélkül. A kimaradás az északi Aricától a déli Puerto Monttig terjedt, beleértve a fővárost, Santiago de Chilét is, ahol a metró leállt, és a közvilágítás megszűnt. Az áramszünet a világ legnagyobb rézkitermelőjének bányáit is érintette, beleértve az állami tulajdonú Codelco és a BHP Escondida bányáit, amelyek ideiglenesen leálltak. A kimaradás miatt a kormány szükségállapotot hirdetett, és éjszakai kijárási tilalmat vezetett be 22:00 és 6:00 óra között. A probléma egy északi távvezeték meghibásodására vezethető vissza, amely láncreakciót indított el az erőművek leállásában és a hálózat túlterhelésében. A hatóságok kizárták a kibertámadás lehetőségét, és vizsgálják az érintett energiacégeket. A szolgáltatás helyreállítása fokozatosan történt; éjfél körül a háztartások 42%-ában még mindig nem volt áram. A teljes helyreállítás több órát vett igénybe, és a kormány ígéretet tett a felelősök elszámoltatására. Mi pedig nyilván eljátszottunk a gondolattal, hogy mi lenne velünk áram nélkül, ha itt, most, Magyarországon akár több napra is kimaradás lenne. Vajon hogyan élnénk túl?

La minería sigue siendo un pilar clave economía chilena y recientemente Codelco y Anglo American firmaron un acuerdo histórico para explotar en conjunto los yacimientos Andina y Los Bronces, esto por un plazo de 21 años. Conversamos al respecto con la ministra de Minería, Aurora Williams.

US stocks tumbled overnight, with the Dow (-444pts), S&P 500 (-0.95%), and NASDAQ (-1.37%) after Trump announced plans to introduce reciprocal tariffs reigniting fears of a global trade war. Trump did not specify which countries would be targeted, but markets worried about the potential inflationary effects of new tariffs. On the economic front, the US consumer sentiment index dropped to 67.8, marking a second straight month of declines, while one-year inflation expectations jumped to 4.3%. Non-farm payrolls showed 143K jobs were added, below expectations, though the unemployment rate ticked down to 4%. Wage growth accelerated to 0.5%, reinforcing speculation that the Federal Reserve will hold off on rate cuts for longer. US treasury yields rose on jobs data. 2Y yield up 7.1bps and 10Y yield up 4.8bps. USD Index rose 0.35%, and Bitcoin lost 0.94%.Donald Trump said on Sunday that he will be announcing on Monday 25% tariffs on all steel and aluminum imports into the US. SPI down 64 - JBH, CAR, ANN results out.COMMODITIESChile's Codelco targets 2025 copper output jump to 1.39m tons, document shows.Copper production from Chile rose nearly 5% last year.Trump considering allowing Nippon Steel's deal for US Steel, CBS reports.Oil set for third straight weekly decline amid tariff concerns.Gold poised for sixth week of gains on safe-haven demand.Copper prices hit three-month high, on track for biggest weekly gain since September.Why not sign up for a free trial? Get access to expert market insights and manage your investments with confidence. Ready to invest in yourself? Join the Marcus Today community.

Conduce la periodista Gabriela Núñez.  Hoy revisamos la conversación con el diputado Luis Sánchez, a un año del mega incendio que afectó a la ciudad de Viña del Mar. Les contamos sobre un proyecto promueve el apoyo de salud mental para estudiantes universitarios y de la explicación que realizaron Codelco y SQM, en la Comisión de Minería, por el acuerdo de explotación del Litio.

欢迎收听雪球出品的财经有深度，雪球，国内领先的集投资交流交易一体的综合财富管理平台，聪明的投资者都在这里。今天分享的内容叫“锂” 解2025年供需变化，用什么姿势困境反转？来自因歪斯汀_小明。2025年全球锂资源供给变化趋势澳洲矿企迫于现金流压力出现了显著的资本开支倒退（减产、关停），其他区域来不及刹车的在建项目继续释放产能（这无关挖矿成本），能及时收手的远期项目资本开支润的很快（延期、暂停）。挖矿成本显著低于市场价格的区域，仍然可以扩张，2025年青海盐湖尤为显著，一般情况下新矿成本较高，澳洲老矿已经预演了部分新投产项目面临的运营困境，投产即亏损，债务吸干现金流。此外，力拓计划以67亿美元收购阿卡迪姆锂业跃居世界顶级锂矿商之一，Allkem和Livent两大矿商合并的阿卡迪姆锂业才短短一年现金流就烧不动了，旗下项目多数延期。此项收购预计2025年中完成，铁矿巨头力拓或将给这些项目充值推动产能在远期加速释放。澳洲矿区先讲个真实的段子来反映澳洲矿山运营的困境，2023年11月MRL收购了2018年破产的Bald Hill项目，并快速推动其复产，2024年11月MRL宣布该矿山暂停运营。雅宝和MRL的Wodgina项目产线建完但不启用；Pilbara关停高成本的项目置换扩产低成本的项目；赣锋和MRL的Marion转向高品位策略，降低产量并放缓投资地下开采；阿卡迪姆的Cattlin关停；Finniss作为澳洲首个投产的绿地项目，首次生产到停产不足一年。以上，在产项目全部波及，矿企现金流压力带来了澳大利亚产能的负增长。现在，压力给到2024年两个新投产的矿山，SQM的Mt Holland成本水平尚可，Liontown的Kathleen Valley项目由于采用地下开采成本偏高，现金流可能苟不住，面临老矿相似的运营困境，此前雅宝收购该项目被狙击，后续也许还要寻觅其他矿商再卖一下。澳洲矿企面临的情况是普遍的，其他地区凡是成本曲线打不过澳洲老矿的，因为统计口径问题，可能只是没说的这么明白而已。南美矿区阿根廷盐湖经历了各种延期和漫长的产能爬坡，12-18个月，终于形成了规模，尽管资源品味算得上优质，但新矿成本依然较高，一个典型的案例便是紫金矿业的3Q盐湖，2023年底试车之后就没有然后了，诸多原因之一就是成本。2024年下半年，浦项制铁的Sal de Oro盐湖和埃赫曼的Centenario-Ratones盐湖完工，令人奇怪的是青山集团帮埃赫曼建好之后就转让权益跑路了；阿卡迪姆持续顺延了其在阿根廷的两个盐湖项目，等待力拓接手后再看规划；阿根廷2025年的增量供给除了不一定启动的3Q盐湖，还有赣锋锂业2024年底试生产的Mariana项目，整体来讲阿根廷供给在2025年已经开始断档了。此外，2025年阿根廷锂业计划从加拿大迁至瑞士，其合作伙伴赣锋锂业承诺三年内不收购公司控制权，有点此地无银了，二者控制了阿根廷远期约三分之一的产能。SQM与智利国家铜业Codelco成立的合资公司于2025年初生效，Codelco持有50%+1股的股权，并获得合营公司约70%的运营利润，简约理解为SQM净利润较此前砍半。基于成本世界领先的Atacama盐湖，SQM在2025年进一步扩产4万吨达到28万吨，但产量指引仍为23万吨。智利国有化新模式在SQM示范运行，随即展开广泛的招标活动，数十个项目采用国有+合营模式招标，包括力拓、LG、浦项、埃赫曼、雅宝、SQM、比亚迪、赣锋、五矿、天齐、中伟等数十家国际企业受邀投标，在远一点的远期形成供给支撑。玻利维亚则刚刚结束了为期两年的招标活动，规模较此前报道有所下降，同样在远期形成供给。巴西矿山优质的资源和独特的位置，受到美洲、欧洲以及中国企业的追捧，勘探储备项目都在有条不紊的推进。非洲矿区作为非洲首要锂矿供给国，津巴布韦主要产能扩张来自雅化集团的Kamativi项目，两期建设均在2024年顺利投产。由于透锂长石盈利能力低且产线分离，中矿资源暂停了Bikita透锂长石采矿作业，但华友钴业的Arcadia混合矿无法以此降本。随着赣锋锂业世界级矿山Goulamina投产，马里晋升为非洲第二大锂矿供给国，2025年初海南矿业的Bougouni项目也将投产。但非洲的资源开发有点冰火两重天，部分项目此前追求极致速度边勘边建遭遇反噬项目难产，许多小矿商由于现金流不足，导致繁荣兴起的勘探资源陷入停滞，查无此人，非洲供给也开始断档了。中国矿区中国2025年预期产能已经达到53.72万吨，大幅超越智利并将赶超澳大利亚，成为世界领先的锂资源供给国，与新能源地位相匹配。钾肥挥一挥衣袖，低成本的青海盐湖供给再上新台阶（抛开品质只谈成本），依托盐湖和汇信两家骨干企业组建中国盐湖集团，显著推动了青海盐湖产能释放，青海汇信作为接盘盐湖化工板块重组的主体，本应从事钾、钠产业的下游深加工，但新建2万吨产能，察尔汗盐湖产能达到10万吨已经接近上限，青海地区2025年大幅扩张后供给暂时断档。青海盐湖资源的扩张，会直接冲击广期所定价体系下的碳酸锂价格。西藏盐湖由于环境问题，跑流程的时间非常非常非常长。低品位、高成本的江西锂云母处于停停开开停停的薛定谔状态，跟随碳酸锂价格在较大的阈值内展现出极高的供给弹性，宁德时代亲身体验了矿企不是说关停就能关停。应当注意到，一些江西主力矿山出现品位下降乃至资源枯竭的问题，进一步推高整体成本，尽管锂价提升后扩产潜力还在，但锂渣、尾矿库等环保问题仍无解决办法。湖南郴州作为下一个“锂都”，采用全产业链绑定入驻的模式，或在2025年释放供给；四川资源开发在上层引导上明显提速，但实际落地的开发进度和成本水平，显著受制于当地的自然和人文因素；内蒙资源主要由赣锋锂业通过一体化产业链的形式进行开发，速度较慢；新疆大红柳滩搞了很大规模的一体化项目，由于某些因素在溯源方面可能会排除在国际化新能源产业链外，但并不能将其供给排除掉。北美矿区&欧洲矿区欧美能及时收手的远期项目资本开支润的很快，毫无意外全部延期，并且不只是顺延一年，真想做事的，等待许可和糊弄环保的时间消耗大家都懂。从锂资源供需变化，到碳酸锂与锂业股票价格变化接下来，让我们聊聊具体数字。建成产能尽管不能直接参与到供需价格测算中，但能够直观体现未来 P P T 节奏和各区域发展趋势。从2024-2026年各区域新增产能规划来看：2023年已建成产能139万吨，此前规划2024年新增产能88.3万吨（实际增31.7万吨），2024年实际已建成产能171万吨，预期2025年新增产能44.8万吨（增速26%），推断2026年规划新增产能进一步下降至22.4万吨（增速10%），且其中很大一部分来自欧美的虚拟规划。2026年锂资源供给规划几乎断档，这就是资本开支倒退对远期供给的影响。再看实际产量，综合考虑项目投产时间、调试爬坡、产能利用率等因素，笔者通过非常粗略的精细计算——2025年实际产量增量约为20万吨，总产量达到150万吨，2023年和2024年的产量数据约为100万吨和130万吨。供给聊到这，不能说是详尽，最起码是算无遗策了，接下来就是紧张刺激的需求拍数字，这次不絮叨基本面了，直接上计算器：假设全球消费电子以及玻陶、润滑脂、医药等传统工业需求量稳定且保持3%的增速，动力电池按照三元铁锂三七开，需求数字主要是拍新能源汽车和储能的增速。2023年，全球锂离子电池总体出货量1202.6 GWh，传统工业需求量约为13万吨，对应全球碳酸锂需求量约为91万吨，2024年对应全球碳酸锂需求量约为113万吨。2025年假设全球新能源汽车增速20%，储能增速40%，对应全球碳酸锂需求量约为136万吨。不妨把2026年的数字也模糊的拍了，大约是157万吨。敲黑板，你们最想看的在这里：首先明确2025年全年维度并不能立刻扭转供给过剩的局面，但供需缺口减小的趋势是百分百确定的，基于淡旺季轮替和事件冲击，可能局部短暂晋升为紧平衡状态，但只是昙花一现。碳酸锂价格不会出现大单边繁荣，更多可能是脉冲向上或者向下，机会来自于波动而非趋势。资本开支倒退的影响将在2026年及远期开始显现，预计2026年达成实质上的供需平衡，随后快速进入紧平衡及短缺状态。需要注意的是库存转移，过剩这两年是买方市场，表现为库存积压在上游锂业，并开套保空单苟命，当趋向紧平衡时，中下游企业将库存备货应对涨价，并开套保多单锁价（可能），该过程会迅速推高碳酸锂价格形成单边趋势（15-20万）。标志性事件可能是广期所开放品牌交割，顺应买方真实需求。2025年碳酸锂价格仍然受制于供给过剩，但锂业股票在过去已经完完全全price in了一切黑暗，非常标准的困境反转时刻，潜在的运行剧本：跟随碳酸锂价格脉冲阶段的基本面昙花时刻上行，随后震荡回落，呈现底部逐渐抬高波动向上的状态，机会来自于波动更多一点，但也具备趋势，尤其贵市场喜欢预判的资金实在太多了。至此，2025年全球锂资源供给变化趋势，各区域挖矿节奏的变化，从供需变化看碳酸锂与锂业股票价格变化，矿工办，奉上。

En una nueva edición del Rat Pack de Mesa Central, Iván Valenzuela y Angélica Bulnes conversaron con el economista, profesor titular de la Facultad de Economía y Negocios de la Universidad de Chile y ex presidente de Codelco, Óscar Landerretche, sobre las proyecciones para las políticas públicas durante 2025.

US markets bounced on Friday night after PCE inflation numbers came in slightly less than expected. Settling some nervousness after last weeks Fed meeting thrust progress on inflation back into the spotlight. The PCE index increased from 2.3% to 2.4% in November, vs 2.5% expectations. Consumer spending also rose 0.4%, signalling economic resilience. It is the largest contributor to US GDP at 2.5% (YoY). All three major indices rebounded on the last triple-witching day of the year. The S&P 500 rose 1.09%, and the NASDAQ rose 1.03%. The Dow added 498 points (+1.18%). Up 874 points at best. Gains weren't enough to offset losses in the week. The S&P 500 had its worst week in over a month thanks to Wednesday night's 2.95% drop.ASX to open near flat. SPI futures up only 13 points. CHESS issue has been sorted.COMMODITIESNippon Steel alleges undue White House influence on doomed deal review-letter.Lure of Anglo's copper mines could test BHP's spending resolve.Codelco copper output misses November target, document shows.Gold climbs after soft US inflation data; still set for weekly loss.Oil steady as markets weigh Fed rate cut expectations, Chinese demand.Trump wants EU to buy more US oil and gas or face tariffs.Copper set for weekly fall on strong dollar, concerns about demand prospects.Iron ore posts weekly loss as seasonally weak demand weighs.Why not sign up for a free trial? Get access to expert market insights and manage your investments with confidence. Ready to invest in yourself? Join the Marcus Today community.

Conozcamos lo más destacado de la labor de las Comisiones Especiales Investigadoras a lo largo de la semana del 9 de diciembre, oportunidad en que la Sala de la Cámara, aprobó crear una Comisión Especial Investigadora encargada de recopilar antecedentes relativos a los actos de Gobierno realizados por CODELCO y CORFO en torno al litio. Conduce el periodista Carlos Fernández.

US equities closed in the red overnight ahead of inflation data tomorrow. The Dow lost 154 points (-0.35%). Up 69 points at best. Down 215 points at worst. The S&P 500 pushed further away from recent all-time highs, down 0.30% and the NASDAQ eased 0.25%. NFIB Small Business Optimism Index jumped to 101.7 in November, its highest since June 2021. Small caps Russell 2000 ignored the positive economic data, falling 0.42% while the VIX edged 1.93% higher. US treasuries rose while Aussie bonds and the AUD fell hard, down nearly 1% at 68.78US cents.US CPI tomorrow. SPI down 27 - AUD drops on Turtle Dovish RBA - Gold hits near record AUD highs.The EIA forecasts US net crude oil imports to drop 20% in 2025 to 1.9m bpd, the lowest since 1971, driven by increased domestic production and reduced refinery demand.WTI up 0.29% on rising demand from China after reports of “appropriately loose” monetary policy in 2025 and a possible tight supply in Europe this coming winter. Brent Crude up 0.10%.Gold up 1.24% hitting a two-week high, supported by rising geopolitical tensions.Codelco reported flat copper production of 127,900 tons in October, matching last year, while Escondida's output surged over 20%, per Cochilco data.LME Copper dipped 0.16%, pressured by a slowdown in China's export growth. While nickel dropped 1.19% from an oversupply in the market.Uranium fell 0.26%, iron ore down too, off 0.14%, and lithium rose 0.20%.Why not sign up for a free trial? Get access to expert market insights and manage your investments with confidence. Ready to invest in yourself? Join the Marcus Today community.

The Dow gained 304 points, or 0.69%, to 44,293.69. The Dow's rise brought the index above 44,000 for the first time. The S&P 500 added 0.1% to end the day at 6,001.35 and also earned a record close by surpassing 6,000 for the first time. However, the Nasdaq Composite hovered near the flatline, up 0.06% to 19,298.76.Tesla soared more than 9%, also adding to its postelection gain. But it was an exception among large technology stocks, with Apple slipping nearly 2%. Peers Microsoft and Amazon were roughly 1% lower each. Small caps advanced, with the Russell 2000 climbing 1.47%.ASX to inch up. SPI Futures up 4 points (+0.05%). NAB Ex Dividend - Resources under pressure - CBA 1Q tomorrow.COMMODITIESGold drops over 2% as dollar strengthens; investors await Fed policy cues.Oil falls on Chinese stimulus disappointment, supply outlook.Copper hits seven-week low on stronger dollar, weak Chinese credit data.Chile's Codelco offers copper to Chinese clients at a premium of $89/t.Why not sign up for a free trial? Get access to expert market insights and manage your investments with confidence.Ready to invest in yourself? Join the Marcus Today community.

Wall Street ended the week higher supported by solid consumer sentiment data and bets that Trump's pro-growth agenda will fuel corporate America. The S&P 500 rose 0.38% hitting its 50th record high this year and breached over 6,000 during trade before ending the week 4.66% higher, its best weekly performance since November 2023. The Dow Jones ended 260 points higher (+0.59%) and traded over 44,000 for the first time supported by gains in Salesforce +3.60% after reports the company was hiring 1k workers to promote its AI Agentforce tool. Up 428 points at best. Meanwhile, the NASDAQ booked marginal gains and secured its fourth consecutive session win, up 0.09% ending the week up 5.74% its second-best week in 2024. Small caps Russell 2000 advanced 0.71% closing out the week up 8.51% its largest weekly percentage gain since April 2020. In economics, US consumer sentiment rose to a seven-month high of 73 in November, exceeding the forecast of 71. US treasuries mixed. On the longer end of the curve, the 10Y yield is down 2.7bps, while the 2Y yield gained 5.9bps.ASX SPI down 36 - Iron Ore falls on new Chinese stimulus - IFL - SGP - NEMCOMMODITIESChile's Codelco copper production rises in September, Escondida dips.Gold logs biggest weekly fall in over five months on dollar strength.Oil settles down 2% on receding hurricane risk, lacklustre China stimulus.Copper pulls back on disappointment over China's fiscal support.Iron ore falls ahead of China unveiling fresh fiscal stimulus.Why not sign up for a free trial? Get access to expert market insights and manage your investments with confidence.Ready to invest in yourself? Join the Marcus Today community.

In der aktuellen Podcastfolge hatte ich das Vergnügen, erneut mit Denise Kirschner zu sprechen, die bei SQM in Chile als Koordinatorin für auswärtige Angelegenheiten tätig ist. SQM gehört zu den weltweit führenden Lithiumproduzenten und spielt eine Schlüsselrolle für die Elektromobilität und die Energiewende. Das Unternehmen engagiert sich stark im Bereich der Nachhaltigkeit und verfolgt eine langfristige Strategie, die Produktionskapazitäten zu steigern und gleichzeitig die Umweltauswirkungen zu minimieren – ein Thema, das wir in dieser Folge genauer beleuchtet haben. Zu Beginn des Gesprächs erklärte Denise die Bedeutung der kürzlich verabschiedeten nationalen Lithiumstrategie Chiles, die die Rolle des Staates in der Lithiumproduktion stärken soll. Entgegen mancher Annahmen handle es sich jedoch nicht um eine Nationalisierung. „Schon heute betreiben die beiden derzeit in Chile produzierenden Unternehmen, SQM und Albemarle, ihre Anlagen im Rahmen einer öffentlich-privaten Partnerschaft“, stellte Denise klar. Die neue Strategie sieht vor, diese Kooperationen weiter auszubauen. Als Folge daraus ist SQM eine Partnerschaft mit Codelco eingegangen, dem staatlichen Kupferunternehmen, das ab 2025 mit einer Mehrheit von 50 Prozent plus einer Aktie ins Lithiumgeschäft einsteigt. Diese Zusammenarbeit verschafft SQM Planungssicherheit bis ins Jahr 2060 und ermöglicht dem Unternehmen, weiter in innovative und nachhaltige Produktionsmethoden zu investieren. Ressourceneffizienz als Kern der Nachhaltigkeitsstrategie Ein wesentlicher Pfeiler der Nachhaltigkeitsstrategie von SQM ist die kontinuierliche Verbesserung der Ressourceneffizienz. Denise erklärte, dass das Unternehmen heute bereits rund 30 Prozent weniger Sole und 50 Prozent weniger Wasser als behördlich vorgeschrieben verwendet, obwohl die Produktionskapazität in den letzten fünf Jahren vervierfacht wurde. „Unser Ziel ist es, die Soleextraktion bis 2028 auf 50 Prozent zu senken“, betonte sie. Möglich macht das der Einsatz modernster Technologien und eine immer effizientere Nutzung der Ressourcen. Ein Beispiel ist die Direkte Lithiumextraktion (DLE), eine Methode, die SQM seit mehreren Jahren studiert. DLE soll es ermöglichen, das Lithium selektiv aus der Sole zu extrahieren. „Wir haben über 70 verschiedene DLE-Technologien evaluiert und verschiedene Ansätze in einem Pilotzentrum direkt im Salar de Atacama getestet“, erzählte Denise stolz. Direkt investiert hat das Unternehmen bisher in die Technologie des französischen Unternehmens Adionics. Auch in ihrem Risikokapitalfonds und Accelerator-Programm zeigt sich die Innovationskraft von SQM, das Start-ups in den Bereichen Lithium- und Batterie-Recycling, Wasser und Elektromobilität unterstützt. „Unsere durchschnittliche Investitionssumme liegt bei etwa drei Millionen US-Dollar pro Start-up“, erklärte Denise. So ist auch Deutschland im Accelerator-Programm mit zwei Startups zu den Themen Batterie-Recycling und Ladeinfrastruktur vertreten. Recyceltes Lithium sieht SQM nicht als Konkurrenz, sondern als wichtigen Bestandteil einer nachhaltigen Kreislaufwirtschaft. „Eine Lithium-Ionen-Batterie kann wiederverwendet und anschließend recycelt werden“, erklärte sie und betonte, dass dabei nicht nur Lithium, sondern auch weitere wertvolle Materialien wie Nickel und Kobalt zurückgewonnen werden könnten. Ein weiterer zentraler Bestandteil der Nachhaltigkeitsstrategie von SQM ist die Zusammenarbeit mit den lokalen Gemeinden. Denise betonte, dass die Interessen der verschiedenen Gemeinden oft unterschiedlich seien und daher ein kontinuierlicher Dialog notwendig ist. „Unser Team, das direkt im Norden Chiles lebt und arbeitet, pflegt den Kontakt zu den Gemeinden und schafft Vertrauen“, sagte sie. Die Unterstützung reicht von Projekten in den Bereichen Gesundheit und Bildung bis hin zu Infrastrukturmaßnahmen und kulturellen Initiativen.

US equities ended mixed Friday as the Dow dropped 259 points (-0.61%), the NASDAQ  rose 0.56%, and the S&P 500 remained flat. Financial stocks came under selling pressure amid concerns over New York Community Bancorp's weak guidance, causing its shares to fall 8.2%, with Bank of America and Wells Fargo also lower, down 1.8% and 1.4% respectively. Tech stocks, however, were buoyed by anticipation of earnings next week, with Microsoft, Alphabet, and Meta rising modestly. Telsa gained 3.34% building on its 22% rally the day before and Nvidia rose 0.8% overtaking Apple as the most valuable company. For the week only the NASDAQ saw a gain, rising 0.15%, Dow down 2.68% and the S&P 500 eased nearly 1%.ASX SPI down 2.COMMODITIESChile's Codelco suspends operations at copper refinery after worker's death.Brazil seals $30bn compensation deal with BHP, Vale over 2015 dam collapse.Rio Tinto signs MOU with China's Nanjing Steel on decarbonisation.Gold firms as Mideast woes, election uncertainty lift prices.Oil settles up, weekly gain 4% as investors weigh Middle East risk and US election.Zinc slides as inventory arrivals ease supply fears.Dalian iron ore climbs after 3-day slide, posts weekly gain.Why not sign up for a free trial? Get access to expert market insights and manage your investments with confidence. Ready to invest in yourself? Join the Marcus Today community. 

Sunstone Metals Ltd (ASX:STM) managing director Patrick Duffy joins Proactive's Tylah Tully to discuss the maiden mineral resource estimate (MRE) for the El Palmar gold-copper porphyry project in northern Ecuador. The initial estimate from the T1 deposit records 1.2 million ounces of gold equivalent (AuEq), establishing a solid foundation for future exploration. The resource is at surface level and suitable for open-pit mining. T1 deposit contains 64 million tonnes of ore with a grade of 0.60 g/t AuEq, including 0.41 g/t gold, 0.13% copper and 0.7 g/t silver. The MRE was derived from 17,699 metres of drilling. Sunstone Metals has also set an exploration target of 1.0 to 1.2 billion tonnes with the potential for 10 to 27 million ounces of gold and 1 to 3.7 million tonnes of copper. Duffy emphasised the potential for El Palmar to join the ranks of Tier-1 deposits, with similarities to Solgold's Cascabel Alpala and Codelco's Llurimagua deposits in the same region. Early-stage testing shows favourable recovery rates, with gold recovery at 90% and copper at 78%. Ongoing drilling and discussions with strategic partners aim to unlock further value from the project. #ProactiveInvestors #SunstoneMetals #ASX #ElPalmar #GoldCopper #PorphyryProject #MiningExploration #MineralResource #Tier1Discovery #EcuadorMining #OpenPitMining #ExplorationTarget #MetallurgicalTesting #GoldPrices #CopperMining #StrategicPartners #ResourceExpansion #MRE #GoldCopperDiscovery #MiningPotential #PorphyryDeposit #MineralExploration

En una nueva edición del Rat Pack de Mesa Central, Iván Valenzuela conversó con las editoras Mónica Pérez y Angélica Bulnes sobre la arista bielorrusa del Caso Audio entre Codelco y el Consorcio Belaz Movitec y lo que dejó el primer debate presidencial entre Kamala Harris y Donald Trump.

En una nueva edición del Rat Pack, Iván Valenzuela junto a Angélica Bulnes conversaron con Jorge Riesco, presidente de la Sociedad Nacional de Minería (SONAMI), sobre la polémica ocasionada por la venta del 10% de la mina Quebrada Blanca por parte de la Empresa Nacional de Minería (ENAMI) a la Corporación Nacional del Cobre (Codelco).

El diputado Eric Aedo (DC), vicepresidente de la Cámara Baja, abordó este viernes la polémica tramitación para reemplazar la Ley Longueira en la Comisión de Pesca, cuestionando el avance del proyecto y acusando que "se parece mucho al acuerdo entre Codelco y SQM", lo puede "dañar profundamente" la pesca de la Región del Biobío. En entrevista con El Diario de Cooperativa, el parlamentario afirmó que esta Ley de Pesca "tiene que ser discutida con mucha transparencia", para así definir "que es lo que vamos a defender" con ella. Conduce Verónica Franco y Sergio Campos.

Claudia Sheinbaum se impone con un margen de 30 puntos, y el peso mexicano se debilita; las acciones de GameStop suben antes de la apertura; Tianqi insiste en su lucha con SQM y Codelco; y Andrés Pardo, estratega para la región de XP Investimentos, nos comenta su visión sobre tasas de la Fed y activos colombianos.Para suscribirse al newsletter Cinco Cosas: https://www.bloomberg.com/account/newsletters/five-things-spanish?sref=IHf7eRWLMás de Bloomberg en Español:Youtube: https://www.youtube.com/BloombergEspanolWhatsApp: https://whatsapp.com/channel/0029VaFVFoWKAwEg9Fdhml1lTikTok: https://vm.tiktok.com/ZGeuw69Ao/X: https://twitter.com/BBGenEspanolProducción: Eduardo Thomson (@ethomson1) y Malu Poveda (@PovedaMalu)See omnystudio.com/listener for privacy information.

En Sonar Informativo, el periodista, biógrafo de Julio Ponce Lerou, conversó con Rafa Cavada sobre los detalles del pacto para la explotación del Litio.

Josefina Ríos y Matías del Río conversaron con el ministro de Economía, Nicolás Grau, sobre el acuerdo entre SQM y Codelco para comenzar a explotar Litio y la decisión del Gobierno de no impulsar una licitación.

Mercado expectante al deflactor PCE de abril; Trump condenado en caso por pagos ocultos a Stormy Daniels; SQM y Codelco logran acuerdo para compartir producción de litio; Juan Pablo Spinetto, columnista de Bloomberg Opinion, comenta por qué la revolución de Andrés Manuel López Obrador en México será difícil de revertir.Clic acá para leer la columna de Juan Pablo.Para suscribirse al newsletter Cinco Cosas: https://www.bloomberg.com/account/newsletters/five-things-spanish?sref=IHf7eRWLMás de Bloomberg en Español:Youtube: https://www.youtube.com/BloombergEspanolWhatsApp: https://whatsapp.com/channel/0029VaFVFoWKAwEg9Fdhml1lTikTok: https://vm.tiktok.com/ZGeuw69Ao/X: https://twitter.com/BBGenEspanolProducción: Eduardo Thomson (@ethomson1) See omnystudio.com/listener for privacy information.

Esta jornada se conoció que Codelco y SQM sellaron una histórica alianza para la explotación del litio, lo que fue valorado en El Primer Café por el exministro de Hacienda Nicolás Eyzaguirre, quien señaló que "es una muy buena noticia, sobre todo porque prevaleció la sensatez". Por su parte, Ximena Peralta, vicepresidenta de Convergencia Social, valoró que la negociación resultara "pese a todos los agoreros de malas noticias que decían que esto tenía mala pinta". En tanto, el excanciller Ignacio Walker expresó que es un "hito histórico" y que esta asociación público-privada "es la forma de encarar los desafíos del desarrollo en Chile". En contraparte, el vicepresidente de la UDI, Máximo Pavez, confesó que cada vez lo convence menos este acuerdo, porque, a su juicio, el Gobierno tenía la "oportunidad" de proponer una nueva licitación o buscar emplear la Empresa Nacional del Litio, lo que "no prosperó". Conduce Cecilia Rovaretti.

En una nueva edición del Rat Pack de Mesa Central, Angélica Bulnes conversó con las editoras Andrea Vial y Paula Comandari sobre la firma del acuerdo entre Codelco y SQM para la explotación de litio y las percepciones internacionales para la inversión en el país.

María José O´Shea y Andrés Benítez comentaron la actualidad.

María José O´Shea y Andrés Benítez comentaron la actualidad.

Les prix des minerais essentiels à la transition énergétique s'effondrent depuis plusieurs mois. Exemple le plus spectaculaire, le lithium, essentiel à la fabrication de la plupart des batteries de voitures électriques, a perdu près de 80% de sa valeur en l'espace d'un an. Malgré ces cours peu favorables, le Chili, deuxième producteur mondial, veut doubler sa production de lithium sur la prochaine décennie. Aujourd'hui, seule l'Australie produit plus de lithium que le Chili. Cependant, le pays d'Amérique du Sud a les plus importantes réserves mondiales de ce métal blanc très léger. Là-bas, il est puisé dans le salar d'Atacama, un lac salé au beau milieu du désert le plus aride du monde. La saumure, l'eau salée dans laquelle il se trouve, est déversée dans de grands bassins à ciel ouvert. Le lithium est récupéré après l'évaporation de l'eau. Avec l'essor des voitures électriques, de nombreux pays veulent augmenter leur production ou commencer à produire du lithium : l'Europe voudrait ouvrir des mines, et l'Argentine, qui extrait déjà ce métal, pourrait bientôt talonner son voisin chilien. Enfin, la Chine, troisième producteur mondial, continue d'augmenter ses capacités de production. L'effondrement des prix du lithium ralentit toutefois ses investissements. La moitié des lacs salés du Chili pourraient être exploitésMalgré la baisse des cours mondiaux, le Chili appuie sur l'accélérateur : Santiago a annoncé fin décembre un accord inédit entre le géant public Codelco et le géant privé chilien du lithium Soquimich pour augmenter fortement la production dans le salar d'Atacama. Mardi dernier, le gouvernement a révélé qu'une trentaine de salars (soit près de la moitié des lacs salés du Chili) pourront être exploités, avec ou sans la participation d'entreprises publiques. L'objectif est de multiplier par deux la production de lithium d'ici à dix ans et ainsi d'alimenter les caisses de l'État, grâce aux taxes.Un pari sur l'avenirCe pari pose plusieurs questions. D'abord celle du prix et de la demande en lithium à l'avenir : pour l'instant, la production annuelle de lithium dépasse les besoins industriels, mais la tendance pourrait s'inverser à partir de 2028. Autre interrogation : les batteries au sodium, moins chères, vont-elles remplacer celles au lithium ? Plusieurs constructeurs en ont déjà développé.Dépendance aux matières premièresLe Chili risque d'exposer encore plus son économie aux fluctuations des marchés mondiaux. Aujourd'hui déjà, le pays est le premier producteur mondial de cuivre et quand les cours de ce métal baissent, la croissance du Chili s'en ressent systématiquement. Exporter encore plus de lithium risque de maintenir le Chili dans une dépendance aux matières premières. Le gouvernement de gauche au pouvoir a pour ambition de transformer davantage le lithium sur place, mais ce petit pays aura bien du mal à être compétitif dans la construction de batteries par exemple.Inquiétudes environnementalesDe plus, cette hausse annoncée de la production inquiète les défenseurs de l'environnement. Le gouvernement a beau annoncer qu'il va classer comme aires protégées 30% des lacs salés du pays, des dizaines de scientifiques et d'ONG locales alertent sur les risques pour l'accès à l'eau des peuples autochtones, pour l'agriculture locale. « Les salars ne sont pas des mines », ont-ils écrit dans deux tribunes (ici et là) la semaine dernière. Ce sont « des écosystèmes fragiles », qui nous aident à comprendre le passé, et peut-être le futur de notre planète.À lire aussiChili: le géant Codelco s'allie avec SQM pour doubler son extraction de lithium

El 1 de abril de 1976 se creó la Corporación nacional de Cobre, una empresa estatal chilena dedicada a la explotación minera cuprífera, rubro en el que es la mayor compañía del planeta.

En una nueva edición de Página 13, Iván Valenzuela conversó con los columnistas Ascanio Cavallo y Josefina Araos sobre el estado de la alianza entre Codelco y SQM para la explotación del litio y la crisis educacional, en específico, el maltrato a profesores y el caso Antofagasta.

Money of Mine is back!We've got a massive first episode of 2024 for the Money Miners.First up we get into the big commodity price movements and importantly what impacts this has had on operations across the country. We're talking nickel, lithium and uranium. Alcoa made some waves last week with the curtailment of their Kwinana operations which we breakdown, as well as the related implications for WA onshore gas. Pilbara Minerals we're next up with their offtake agreement expansion with Ganfeng plus we couldn't help but discuss the huge short position on the company. We then spoke about a couple hot IPO's that caught our eye before diving into everything else that's been on our radar, including: CZR's Robe Mesa sale, G1A's strategic review, ASIC's new balance sheet focus, Codelco's bad year, Telfer going on hold, Endeavour booting their CEO, Santos' court win & SilverCorp's renewed OreCorp takeover attempt.All Money of Mine episodes are for informational purposes only and may contain forward-looking statements that may not eventuate. The co-hosts are not financial advisers and any views expressed are their opinion only. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional.Thank you to our Podcast Partners:InvestorHub – The go-to Digital Platform shaking up the Investor Relations industryEmail rhori@investorhub.com for more informationDSI Underground - Supplier of Ground Support Products to the Mining and Tunnelling industriesTerra Capital – Specialist investment manager in the natural resources sectorMcMahon Mining Title Services (MMTS) – Australia-wide tenement service expertsFutureproof Consulting – Specialist mining-industry sustainability consultants providing ESG solutions for miners of all sizes, stages and commoditiesAnytime Exploration Services – Exploration workers, equipment, core cutting/storage + much moreKCA Site Services – Underground mining machine hire for IT's, normet's, trucks and moreBrooks Airways – Perth's leading charter flight operatorsK-Drill – Safe, reliable, and productive surface RC drilling Buy your Money of Mine MERCH hereJoin our exclusive Facebook Group for the Money Miners and request access to the Hooteroo chat group.Subscribe to our weekly newsletter HOOTEROO HERALDTIMESTAMPS (0:00:00) Introduction (0:01:14) How companies can get better investor engagement  (0:03:30) Commodity price movements  (0:04:01) Nickel operations hit hard times (0:09:47) Lithium prices falling like a stone (0:14:45) Uranium on fire (0:20:36) Alcoa turns off Kwinana refinery  (0:24:01) WA domestic gas implications  (0:25:28) Pilbara Minerals MUCH anticipated quarterly (0:30:02) Is the IPO window open? (0:41:13) The Round Up: CZR, G1A, ASIC, Codelco, Telfer, Endeavour, STO & ORR

En la edición AM, hablamos con Nicolás Grau, Ministro de Economía, Fomento y Turismo, y con Bernardita Espinoza, Gerenta general de Eletrans.

En una nueva edición del Rat Pack de Mesa Central, Carolina Urrejola conversó con Paula Comandari y Paloma Ávila sobre las preguntas que surgen tras el acuerdo entre Codelco y SQM y los hitos que han permitido el avance de la ciencia este año.

Nicolás Vergara y Matías del Río analizaron Además, conversaron con el economista y ex presidente del directorio de Codelco, se refirió el acuerdo entre SQM y Codelco para explotar litio en el Salar de Atacama y lo que se espera para las reformas que propone el Gobierno. 

Nicolás Vergara y Matías del Río analizaron el acuerdo para la extracción de litio en el salar de Atacama hasta 2060 y el futuro del Crédito con Aval del Estado. Además, conversaron con el economista Raphael Bergoeing sobre lo que se espera para el próximo año en materia financiera.

En columnistas de Mesa Central Iván Valenzuela y Kike Mujica conversaron con Ximena Jara y Hernán Larraín, sobre el acuerdo entre Codelco y SQM para explotar hasta 2060 el mayor depósito de litio en Chile.

En la edición PM, hablamos con Felipe Figueroa, Gerente de Renta Variable de Bice Inversiones Corredores de Bolsa, y con Constanza Ossa, socia de Krebs Consulting.

En la edición AM, hablamos con Diego Celedón, Head, Southern Cone & Andean Equity Strategy & Research en J.P. Morgan; con Juan Carlos Jobet, Decano de la Escuela de Negocios UAI y ex ministro Minería; y con Sebastián Puffe, asociado senior de Credicorp Capital Group.

La compagnie minière publique Codelco a annoncé jeudi s'allier avec le groupe privé SQM. Ce partenariat a annoncé, jeudi 28 décembre, doit permettre de doubler l'extraction du lithium dans le désert d'Atacama. Le lithium surnommé l' « or blanc » est essentiel par exemple pour la fabrication des batteries des voitures électriques ou des téléphones portables. Cette accélération dans l'extraction de ce précieux métal fait partie d'une stratégie nationale de la part du président chilien.Haïti : 2023, une année sanglanteRetour sur l'année 2023 en Haïti avec le rédacteur en chef du quotidien Le Nouvelliste, Frantz Duval. Une année marquée notamment par une forte hausse de la violence. « Ce sont les statistiques recueillies par les Nations unies mais aussi par les associations de défense des droits de l'homme en Haïti qui le prouvent. Les chiffres ont continué à augmenter, nous avons dépassé les 3000 morts à la fois dans la région métropolitaine de Port-au-Prince mais aussi dans l'Artibonite, pour la première fois ce département a été comptabilisé », souligne Frantz Duval. Équateur : trois migrantes vénézuéliennes témoignent de leur nouvelle viePlus de 500 000 migrants vénézuéliens se sont installés en Équateur depuis le début de la crise générale dans leur pays. Ils y ont rejoint des centaines de milliers de migrants colombiens, cubains ou haïtiens installés depuis des années. Repartir à zéro est généralement complexe. L'échec est souvent au rendez-vous mais pas toujours, comme l'a constaté notre correspondant qui a recueilli le témoignage de  trois migrantes installées dans la ville frontière de San Lorenzo.

Matías del Río y Josefina Ríos junto a la Infiltrada, Paula Catena, comentaron el futuro de la acusación constitucional contra el Ministro de Vivienda Carlos Montes. Además comentaron las repercusiones al acuerdo entre SQM y Codelco.

Matías del Río y Josefina Ríos conversaron con Daniel Jiménez, exvicepresidente comercial de SQM, sobre al acuerdo de la minera privada con Codelco sobre la explotación del litio. Además, estuvieron con el senador de Evopoli, Luciano Cruz-Coke, quien se refirió al proyecto de pensiones presentado por el Gobierno y los llamados de acuerdos desde el Ejecutivo y la oposición. Y en el segundo bloque, junto a la Infiltrada Leslie Ayala comentaron la movida legal de Eduardo Macaya.

In this episode of the Digital Supply Chain podcast, I had the distinct pleasure of speaking with Andrea Aranguren, the visionary CEO of MineHub. Our conversation delved deep into the transformative journey of digitising the commodities supply chain, offering invaluable insights for industry professionals.Andrea, with her rich experience in operations and logistics, co-founded Waybridge to digitise the physical commodities market. The recent merge with MineHub, positioning her as CEO, has set a new trajectory in the industry. Our discussion centred on the synergy of MineHub and Waybridge, emphasising the complementary nature of their platforms and their collective impact on streamlining trade management for refined copper and aluminium markets.A pivotal theme of our chat was the evolving landscape of supply chains. Andrea's observations on the shift from traditional, paper-based operations to digital platforms highlighted a substantial change, primarily driven by the need for efficiency, transparency, and risk mitigation in today's dynamic business environment.We also touched upon the challenges and strategies in overcoming resistance to change in the industry. Andrea shared success stories, like that of Codelco and Southwire, demonstrating the tangible benefits of digital integration in supply chain management. These stories are testaments to the potential savings in working capital and operational efficiencies achievable through digital platforms.Moreover, we explored the critical role of sustainability in supply chain management. Andrea detailed how MineHub enables businesses to track their environmental footprint, aligning with the growing emphasis on ESG (Environmental, Social, and Governance) criteria in global trade.As we wrapped up our conversation, Andrea offered her foresight into the future of digitisation in the commodities sector, predicting further consolidation and expansion of digital solutions across various markets.For those keen to dive deeper into this fascinating world of digital supply chain transformation, visit MineHub.com for more insights. And as always, stay tuned for more episodes where we unravel the intricacies of digital supply chains and check out this episode on YouTube!Support the showPodcast supportersI'd like to sincerely thank this podcast's generous supporters: Lorcan Sheehan Krishna Kumar Christophe Kottelat Olivier Brusle Alicia Farag Joël VANDI Luis Olavarria And remember you too can Support the Podcast - it is really easy and hugely important as it will enable me to continue to create more excellent Digital Supply Chain episodes like this one.Podcast Sponsorship Opportunities:If you/your organisation is interested in sponsoring this podcast - I have several options available. Let's talk!FinallyIf you have any comments/suggestions or questions for the podcast - feel free to just send me a direct message on Twitter/LinkedIn. If you liked this show, please don't forget to rate and/or review it. It makes a big difference to help new people discover it. Thanks for listening.

We start off today with a bit of M&A unhappiness as the once happy takeover of OreCorp (ORR) by Canada's SilverCorp seems to have soured. Next up we had a quick word on Patriot Battery Metals (PMT) drilling from CV9. AIC Mines (A1M) reserve upgrade for Lens 6 at the Eloise copper mine caught our eye as the company looks to expand the plant and lift production over the coming years. Copper behemoth Codelco got a shout out as they elected to spend more at Chuquicamata in the face of declining grades, deeper mines and rising costs. Lastly, WestGold (WGX) topped up their liquidity with a $100m RCF which naturally got the rumour mill going again. All Money of Mine episodes are for informational purposes only and may contain forward-looking statements that may not eventuate. The co-hosts are not financial advisers and any views expressed are their opinion only. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional. Thank you to our Podcast Partners: DSI Underground - Supplier of Ground Support Products to the Mining and Tunnelling industries Terra Capital – Specialist investment manager in the natural resources sector McMahon Mining Title Services (MMTS) – Australia-wide tenement service experts Futureproof Consulting – Specialist mining-industry sustainability consultants providing ESG solutions for miners of all sizes, stages and commodities Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much more KCA Site Services – Underground mining machine hire for IT's, normet's, trucks and more JP Search – Recruitment specialists for the financial world Brooks Airways – Perth's leading charter flight operators K-Drill – Safe, reliable, and productive surface RC drilling Join our exclusive Facebook Group for the Money Miners and request access to the Hooteroo chat group. Subscribe to our weekly newsletter HOOTEROO HERALD Follow Money of Mine on YouTube Follow Money of Mine on Twitter Follow Money of Mine on LinkedIn Follow Money of Mine on Instagram TIMESTAMPS (0:00:00) Introduction (0:00:48) An in-love Underground Miner (0:04:43) Could we see a shareholder revolt at ORR? (0:12:31) Patriot Battery Metals hitting new pegmatites (0:14:08) Could AIC Mines new reserves boost cashflow? (0:26:50) What Codelco has to spend just to maintain production (0:31:10) Westgold top up cash facilities… what for?

Lots of new drill results out to report this morning, including the latest from Ascot Resources, Snowline Gold, Patriot Battery Metals and Arizona Metals. Australia's Lithium Power International is to be acquired by Chile's state copper company Codelco. A US Federal judge has ruled that brokerages whose clients engage in naked short selling, are liable for their actions. We'd like to thank our sponsors: Western Copper and Gold is focused on developing the world-class Casino project in Canada's Yukon Territory. The Casino project consists of an impressive 11 billion pounds of copper and 21 million ounces of gold in an overall resource. Western Copper and Gold trades on the TSX and the NYSE American with WRN. Be sure to follow the company via their website, www.westerncopperandgold.com. Arizona Sonoran Copper Company (ASCU:TSX) is focused on developing its brownfield copper project on private land in Arizona, a tier 1 location. The Cactus Mine Project is located less than an hour's drive from the Phoenix International airport via highway i-10, and with grid power and the Union Pacific Rail line situated at the base of the Cactus Project main road. With permitted water access, a streamlined permitting framework and infrastructure already in place, ASCU's Cactus Mine Project is a lower risk copper development project in the infrastructure-rich heartland of Arizona.For more information, please visit ⁠⁠www.arizonasonoran.com⁠⁠. Fireweed Metals is advancing 3 different projects within the Yukon and Northwest Territories, including the flagship Macmillan Pass Project, a large zinc-lead-silver deposit and the Mactung Project, one of the largest and highest-grade tungsten deposits in the world. Fireweed plans to advance these projects through exploration, resource definition, metallurgy, engineering, economic studies and collaboration with indigenous people on the path to production. For more information please visit ⁠⁠fireweedmetals.com⁠⁠.

En la edición PM, hablamos con Federico Goycoolea, gerente general de Vector Capital.

A far ranging conversation on the state of the copper market with Aurora Davidson, CEO of Amerigo Resources, a copper producer in the heart of copper's heartland, Chile. Aurora is a veteran of the copper market, especially in Chile, the world's largest copper producing country, making this a must listen if you are looking for a future outlook for copper or to learn if Chilean production will be able to meet lofty demand forecasts from the renewables industry. A summary of topics discussed include: Fundamental view on copper and 2024 price outlook 1. Why is Chile so important to the global copper story, and why is copper so vital to Chile? 2. Thoughts on CODELCO's recent financing (Chile's state owned copper company) and whether investors should worry about CODELCO's ability to access funds and grow production. 3. Amerigo's sustainable 9.3% dividend yield, low debt and plans for growing the dividend from here. 4. Amerigo's capital return strategy if copper prices move higher this decade. Amerigo: https://www.amerigoresources.com Amerigo Twitter: @AmerigoRes Grizzle Research & Quant: https://grizzleresearch.substack.com Grizzle Twitter: @grizzlemedia @thomasg_grizzle @scottw_grizzle

Josefina Ríos y Fernando Zavala estuvieron con Sergio Domínguez, CEO de Flex Working.

In an increasingly digitized world, many supply chain stakeholders still rely on analog tools, posing a risk to global linkages. MineHub Technologies Inc. (TSXV: MHUB | OTCQB: MHUBF) is looking to change that. In this exclusive interview with Global One Media, President & COO Andrea Aranguren unveils how the company is bringing digital solutions that will revolutionize this $11 trillion global industry.MineHub Technologies develops enterprise applications that allow various stakeholders in a commodity supply chain—such as sellers, buyers, and financiers—to centralize information between them, ensuring that data is accurate and in real-time. MineHub's digital platforms offer a way for stakeholders to reduce costs, reduce transaction cycle times, mitigate supply chain risks, and prevent fraud. The company already welcomed over 100 enterprises into the platform, including BHP, Sumitomo, Southwire, and Codelco, and is eager to bring more businesses into its digital ecosystem.For more information, visit: https://minehub.com/Watch the full YouTube interview here: https://www.youtube.com/watch?v=6pnX_XbJPSoAnd follow us to stay updated: https://www.youtube.com/@GlobalOneMedia?sub_confirmation=1