Joe Mazumdar of Exploration Insights shares his resource sector outlook, honing in on copper as a current area of focus.
He acknowledged that scale is important, but encouraged investors to look at intermediate companies focused on smaller deposits — in his view, they may be able to move more quickly to bring new sources of supply online.
This interview was filmed on July 8, 2026.
0:00 - Intro
0:25 - Critical minerals focus
4:16 - Pros and cons of Peru
8:02 - Jurisdictions to watch
9:45 - Drilling costs, inflation
14:21 - How to play copper
17:17 - Copper incentive price
20:28 - Gold price still strong
22:38 - Nickel turnaround?
25:52- Outro
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