According to former exploration geologist James Cooper, new discoveries have fallen off a cliff in recent years.

Viable deposits are getting deeper and harder to find.

This is happening at a time when investment in new discovery has been in severe decline. So, where does James see the biggest opportunities?

Simple… Stocks with valuable reserves and decades of future production.

That could be a late-stage explorer or developer already holding a deposit in the ground.

Or it could be a young mining stock, just starting life as a producer with years of production ahead.

But here’s the key point…

Mines are a depleting asset.

Established players who haven’t invested in new supply face major declines in the years to come.

And it’s why the companies already holding large undeveloped deposits will be in the strongest position once supply problems begin to emerge.

But given all the volatility in the resources sector, is now the time to invest?

Well, according to Wall Street firm Goehring & Rozencwajg, commodity markets are now the most undervalued in over 120 years.

Put simply, if you’re looking for the next major investment mega-theme, this is it!

Importantly, too, we’re still in the very early stages.

That means that while these are some of the riskiest stocks on the market, there’re still plenty of high-quality stocks trading at enticing valuations.

But that won’t last!

Diggers and Drillers aims to help Australian investors profit from the vast mineral wealth buried beneath this great country…and in remote spots all around the world.

As an exploration geologist, James Cooper sits at the forefront of mineral supply. He understands the problem.

But he also knows how to find the stocks that will become part of the solution.

So, what about the other side of the equation…demand?

According to James, the culmination of a series of demand-driven factors will separate this coming boom…which he believes will be derived from what he calls ‘The Age of Scarcity’…from the great Australian mining boom of the early 2000s.

That boom was fuelled almost exclusively by Chinese growth. This boom will be fuelled by supply, or lack of it.

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.