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Mining strategies

53 documented Mining strategies from our reference catalogue of 20,000 — names, logic and sources. Catalogued here, tested honestly, and — usually — buried in the graveyard.

Agnico Eagle AEM
GoldLong
Agnico Eagle Mines AEM Canadian gold
Source: encyclopedia
Albemarle ALB largest US
LithiumLong
Albemarle ALB largest US lithium producer
Source: encyclopedia
Anglo American AAL
DiversifiedMulti
Anglo American AAL diversified BHP target
Source: encyclopedia
Antofagasta ANTO Cu Chile
DiversifiedMulti
Antofagasta ANTO Chilean copper
Source: encyclopedia
Arch Resources ARCH
CoalMulti
Arch Resources ARCH met + thermal coal
Source: encyclopedia
BHP Group BHP largest miner
DiversifiedLong
BHP Group BHP largest miner globally Australia
Source: encyclopedia
BHP WAIO Western Australia
Iron OreLong
BHP WAIO Pilbara Western Australia iron ore
Source: encyclopedia
BHP iron ore copper coal
DiversifiedLong
BHP iron ore + copper + coal +potash
Source: encyclopedia
BHP-Anglo merger 2024 failed
DiversifiedMulti
BHP-Anglo American merger attempt failed 2024
Source: encyclopedia
Barrick Gold ABX (B)
GoldLong
Barrick Gold B (formerly ABX) #2 globally
Source: encyclopedia
COPX Global X Copper Miners
ETFsLong
COPX Global X Copper Miners ETF
Source: encyclopedia
Cameco CCJ Canadian leader
UraniumLong
Cameco CCJ Canadian uranium leader Cigar Lake
Source: encyclopedia
China dominates ~70% supply
REEMulti
China dominates ~70% rare earth supply
Source: encyclopedia
Codelco Chile largest
CopperLong
Codelco Chilean state largest copper producer
Source: encyclopedia
Copper $4-5/lb 2026
CopperLong
Copper price ~$4-5/lb 2026 LME
Source: encyclopedia
Energy Fuels UUUU
UraniumMulti
Energy Fuels UUUU US uranium + REE
Source: encyclopedia
FMG Fortescue $30B AUM
Iron OreLong
Fortescue Metals FMG iron ore $30B AUM
Source: encyclopedia
First Majestic AG
SilverMulti
First Majestic Silver AG Mexico silver
Source: encyclopedia
First Quantum FM Zambia
CopperMulti
First Quantum Minerals FM Cobre Panama 2023 shut
Source: encyclopedia
Franco-Nevada FNV royalty
GoldLong
Franco-Nevada FNV royalty model gold pioneer
Source: encyclopedia
Freeport-McMoRan FCX
CopperLong
Freeport-McMoRan FCX largest pure-play copper
Source: encyclopedia
Ganfeng China
LithiumMulti
Ganfeng Lithium Chinese vertically integrated
Source: encyclopedia
Glencore GLEN trader+miner
DiversifiedLong
Glencore GLEN trader-miner Swiss commodities
Source: encyclopedia
Hecla Mining HL
SilverMulti
Hecla Mining HL US silver historic
Source: encyclopedia
Hudbay HBM Canada Peru
CopperMulti
Hudbay Minerals HBM Canada + Peru copper
Source: encyclopedia
Iron ore $100/t fluctuating
Iron OreMulti
Iron ore price ~$100/t fluctuating CFR China
Source: encyclopedia
Kazatomprom KAP largest
UraniumLong
Kazatomprom KAP largest uranium miner Kazakhstan
Source: encyclopedia
Kinross Gold KGC
GoldMulti
Kinross Gold KGC mid-tier producer
Source: encyclopedia
Lundin Mining LUN
CopperMulti
Lundin Mining LUN diversified base metals
Source: encyclopedia
Lynas Rare Earths LYC
REEMulti
Lynas Rare Earths LYC Australian non-Chinese
Source: encyclopedia
MP Materials MP US REE
REELong
MP Materials MP US REE Mountain Pass DOD investment
Source: encyclopedia
Mineral Resources MIN
LithiumMulti
Mineral Resources MIN Aussie iron + lithium
Source: encyclopedia
Newmont NEM largest gold
GoldLong
Newmont NEM largest gold miner Newcrest 2023
Source: encyclopedia
Pan American Silver PAAS
SilverMulti
Pan American Silver PAAS largest pure silver
Source: encyclopedia
Peabody Energy BTU largest
CoalMulti
Peabody Energy BTU largest US coal
Source: encyclopedia
Pilbara Minerals PLS
LithiumMulti
Pilbara Minerals PLS Australian lithium
Source: encyclopedia
Rio Tinto Pilbara
Iron OreLong
Rio Tinto Pilbara Western Australia iron ore
Source: encyclopedia
Rio Tinto RIO Anglo-Australian
DiversifiedLong
Rio Tinto RIO Anglo-Australian iron ore + AlCu
Source: encyclopedia
Royal Gold RGLD streaming
GoldMulti
Royal Gold RGLD streaming royalty
Source: encyclopedia
SQM Sociedad Quimica Chile
LithiumLong
SQM Sociedad Quimica y Minera Chilean lithium
Source: encyclopedia
Sandstorm Gold SAND
GoldMulti
Sandstorm Gold SAND streaming
Source: encyclopedia
Simandou Guinea Rio + China
Iron OreMulti
Simandou Guinea iron ore Rio + China JV
Source: encyclopedia
South32 S32 BHP spinoff
DiversifiedMulti
South32 S32 BHP spinoff manganese aluminum
Source: encyclopedia
Southern Copper SCCO Mexico
CopperLong
Southern Copper SCCO Mexico Peru integrated
Source: encyclopedia
Sprott Physical Uranium SPUT
UraniumLong
Sprott Physical Uranium Trust SPUT supply absorber
Source: encyclopedia
Teck Resources TECK Cu+Zn
DiversifiedMulti
Teck Resources TECK Canadian Cu/Zn/coal sold 2024
Source: encyclopedia
Tianqi China
LithiumMulti
Tianqi Lithium Chinese major Greenbushes
Source: encyclopedia
U3O8 spot ~$80-100/lb
UraniumMulti
Uranium U3O8 spot ~$80-100/lb 2026
Source: encyclopedia
URA Global X Uranium ETF
UraniumLong
URA Global X Uranium ETF
Source: encyclopedia
Vale Carajás highest grade
Iron OreLong
Vale Carajás highest grade iron ore
Source: encyclopedia
Vale VALE Brazil iron ore
DiversifiedLong
Vale VALE Brazil largest iron ore + Ni
Source: encyclopedia
Wheaton Precious WPM streaming
GoldLong
Wheaton Precious Metals WPM streaming
Source: encyclopedia
XME SPDR Metals & Mining
ETFsLong
XME SPDR S&P Metals & Mining ETF
Source: encyclopedia

An encyclopedia of publicly documented strategies for education. YCAI does not recommend, endorse, or trade any of these. Not investment advice.