Jul 19
Zijin Mining Group: Snapshot
The Snapshot distills the full First Principles Analysis into a single reference page — the central question the analysis is built
12 min read
Zijin Mining
Jun 21
Zijin Mining Group: Finding Advantage in Difficult Ground
At the surface level, Zijin exists to resolve a physical supply deficit. Decarbonisation, electric vehicles, solar and wind, transmission grids, and the computing infrastructure behind AI all require more copper at a time when the global mining sector has been starved of new supply.
22 min read