Diggers and Drillers

As countries gear up for net zero, demand for all kinds of critical materials is poised to soar off the charts. In fact, there has been nothing like the kind of demand that’s coming in world history.

But few people realise that the supply of key commodities is already running at full capacity. And that nowhere near enough has been invested in mining exploration over the last decade. No major discoveries have been made to replace depleting reserves.

The pandemic and the war in Ukraine have masked the real problem. And that problem is extreme scarcity.

This is leading to a perfect storm for commodity prices — likely to manifest into an epic boom in the years ahead, especially here in Australia.

Diggers and Drillers — helmed by James Cooper, a former geologist and finance professional who spent more than 10 years exploring minerals across Australia and overseas — aims to help Australian investors profit from the vast mineral wealth buried beneath this great country…and in remote spots all around the world.

Future demand for commodities looks set to arrive from many angles.

There’s the obvious one — a green energy transition — set to unleash a multi-fold boost for specific critical metals like nickel, copper, zinc, and lithium.

Or the reactivation of China’s property market as it emerges from its two-year COVID lockdown, boosting demand for Australia’s coal and iron ore.

But let’s not forget about the other factors…Biden’s US$1 trillion Infrastructure Bill passed by Congress.

It’s described as a ‘once-in-a-generation’ investment in the nation’s infrastructure and competitiveness.

Just think of all the metal needed to rebuild bridges, ports, hospitals, roads, and railways for the world’s largest economy.

Biden seems to make the point that US$1 trillion is just the bare minimum of what the country actually needs to get this tired infrastructure fixed.

There’s also the inflation effect…as the purchasing power of cash and bonds continues to erode, investors will look to ‘real asset’ investments to preserve their wealth. This will include mining companies with exposure to commodities.

But don’t forget ‘One Belt, One Road,’ the US$5 trillion initiative where China intends to link its rail, road, and shipping connections through Asia, Africa, and South America. Or has that been permanently shelved thanks to COVID?

Diggers and Drillers Editor James Cooper — a former geologist and finance professional who spent more than 10 years exploring minerals across Australia and overseas — doesn’t think so.

James says it’s the culmination of all these demand-driven factors that separate this coming boom…which he believes will be derived from what he calls ‘The Age of Scarcity’…from the great Australian mining boom.

That boom, between 2002 and 2011, was fuelled almost exclusively by Chinese growth.

This boom will likely be fuelled by the main overarching issue at play: SUPPLY.

We have an impending and catastrophic shortage of critical commodities that very few seem to recognise.

James does, though. And more crucially, he has an inside grip on the Australian companies — explorers and producers — in prime position to meet that demand.

These are the companies you will learn about in Diggers and Drillers.

James Cooper spent the 2000s commodities boom working up the exploration ranks from tiny players like Monax Mining, a little Adelaide-based rock-hunter that traded for around 6 cents at one point…to bigger iron outfits like Crosslands Resources.

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How often is this service published?

Every month, with updates when needed.

How much capital should I have to get started?

It wholly depends on your risk appetite — and risk capital available to allocate to this sector. The minimum investment per stock on the ASX is $500.

What will we be recommending?

Predominantly small-to-mid-cap resource and mining stocks.

Do you put on short trades?


What’s a typical holding period?

12–24 months, potentially more. Commodities supercycles can last up to 10 years.