Return To Tangibles | Where are the opportunities | Swiss Mining Institute Panama

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Return To Tangibles | Where are the opportunities | Swiss Mining Institute Panama The second panel at the Swiss Mining Institute in Panama on the “return to tangibles,” where Mark Fairbairn was joined by John Barker, Arun Daniel, Wasif Latif, Garrett Goggin and Adrian Day. The discussion centered on why investors are rotating back into real assets, with strong conviction around gold, copper and energy. Key points and insights ⬇️ Gold doesn’t always rally on geopolitical conflict, as markets often price in events early and the US dollar acts as a competing safe haven. Energy prices impact mining costs, but the effect is often overstated relative to strong commodity price margins. The panel emphasised a structural “return to tangibles,” with commodities entering a potential new supercycle after years of underinvestment. Copper was highlighted as a standout opportunity, supported by strong demand trends and increasing capital markets activity. Institutional investors remain underexposed to mining, while emerging trends like tokenization are beginning to bridge digital finance and real assets. #SMI #Panama #MiningNews #MiningInsights