Thursday, October 9, 2025

Latest

Why Copper Needs $6/lb Before New Mines Get Built | Altius Minerals with Brian Dalton

In this interview, Brian Dalton, CEO of Altius Minerals Corporation (TSX: ALS), provides comprehensive insights into the company’s royalty-focused business model and their strategic approach to commodity investments.

Dalton begins by explaining their preference for royalties over streams, touching on the different risk-reward profiles and capital requirements of each approach. He outlines their counter-cyclical investment strategy, which allows them to acquire assets when valuations are favorable.

He also offers valuable perspective on current market dynamics, particularly highlighting how rising costs have impacted project economics. His observation that copper’s incentive price has risen to the $6/lb range provides important context for understanding the challenges of bringing new supply online.

Dalton discusses several key catalysts in their portfolio including the Silicon gold project with AngloGold Ashanti, and Champion Iron’s Kami project. The conversation also includes a broader discussion of challenges facing mining project development in Canada and the evolving economics of the mining industry. 


Not a recommendation to buy or sell securities. Always do additional research and consult a professional before purchasing a security. The Deep Dive and its affiliates hold no licenses.

Video Articles

Fortune Bay: The Potential Billion Dollar Project

Japan Gold Enters New Chapter as Barrick Alliance Concludes – John Proust

Barrick Mining’s “Company Defining [Gold] Discovery”

Recommended

Nord Precious Metals Produces High Grade Silver Concentrate From Tailings

ESGold Secures $9 Million In Non-Dilutive Funding From Ocean Partners

Related News

After Teck Rejected Its Acquisition Bid, Should Glencore Sell Itself Instead?

The mining M&A space has been rustled recently with the news that Glencore extended an...

Thursday, April 6, 2023, 10:43:43 AM

The US Is NOT In A Recession — With Sam Burns of Mill Street Research

Joining us on The Daily Dive today is Sam Burns, founder and chief strategist of...

Friday, November 11, 2022, 01:30:00 PM

Copper Mountain Mining Prices US$250 Million Secured Bonds

Copper Mountain Mining (TSX: CMMC) this morning announced the pricing of its planned US$250 million...

Tuesday, March 30, 2021, 09:08:32 AM

Powerband: 56% Revenue Growth Month Over Month w/ Jon Lamb – The Daily Dive

Joining us for the final episode of the Daily Dive this week we are joined...

Friday, October 8, 2021, 01:30:00 PM

Newlox Gold: Revenue Growth Is To Continue – The Daily Dive

Today on the Daily Dive, we see the return of Ryan Jackson, CEO of Newlox...

Thursday, June 2, 2022, 01:30:00 PM