By Fabi Lara, The Next Big Rush
Let’s start with some honesty: investing in mining is not sexy. The industry has a reputation for being cyclical, volatile, and largely overlooked by investors who are chasing the excitement of artificial intelligence or the next disruptive startup.
And yet, I continue to invest heavily in this sector. Especially in the so-called junior miners—small, high-risk companies exploring for new deposits of gold, copper, silver, uranium, and other critical metals.
Contradictory? Perhaps. But here’s why it actually makes perfect sense.
We’re on the Verge of a Supercycle—and Few See It Coming
We’re at a fascinating inflection point. Our world demands clean energy, green infrastructure, electric vehicles, and cutting-edge technology. Yet there’s a striking disconnect: no one wants to talk about the physical foundation that makes all of this possible: minerals and metals.
The problem is multifaceted:
- Investment in new mining projects has stagnated
- CAPEX—the enormous upfront capital required to build mines—is prohibitively high
- Metal prices remain historically undervalued compared to other asset classes
In essence, we’re eager to build tomorrow’s world but reluctant to extract the materials needed to make it happen.
The Tech Revolution Depends on Raw Materials
I’m bullish on AI. I believe in technological innovation. But I also recognise a fundamental truth: advanced technology cannot exist without raw materials.
Without copper, nickel, lithium, or uranium, there is:
- No energy transition
- No smart cities
- No “green” future
Everything in our modern world—from the smartphones in our pockets to the infrastructure beneath our feet—originates from mining. For the foreseeable future, there is simply no alternative.
The East Is Securing Resources While the West Hesitates
While Western capital chases trendier sectors, China and other Eastern powers are executing a strategic long game. They’re aggressively investing in mining projects throughout Africa and beyond, securing critical resource assets while Western investors look elsewhere.
The uncomfortable reality? The global resource race is already well underway. Most people simply haven’t noticed yet.
The Window of Opportunity Is Still Open
Here’s the fundamental thesis: The resources that will power our future are being allocated now. Investors who position themselves with a long-term mindset stand to benefit tremendously. But it requires conviction, thorough research, and patience.
The mining industry operates on extended timelines. New mines don’t materialize overnight—they require years of exploration, development, and substantial capital investment. This lengthy process is precisely why these assets are undervalued today. But they won’t remain undervalued forever.
Final Thought: Position Now or Play Catch-Up Later
This isn’t financial advice. Consider it a perspective shift.
Most investors are distracted by flashier opportunities. But those who recognize that there’s no AI revolution, no EV transformation, no clean energy transition without mining will have a significant competitive advantage.
The resource race isn’t coming—it’s already here. The winners will be those who recognize this reality before the rest of the market catches up.
About Fabi Lara
Fabi Lara is a prominent investor, board member, and media entrepreneur in the mining investment sector. She founded “The Next Big Rush,” a daily mining newsletter with high industry engagement, and MiningDealer.com, connecting mining executives with global projects. As a board member at Rush Rare Metals Corp., Fabi contributes her resource investment expertise. Her media channel has attracted over 33,000 followers, reflecting her talent for simplifying complex investment strategies for a broad audience. Additionally, Fabi is a published author and online influencer in the Canadian Venture market space. Connect with Fabi on LinkedIn or subscribe to her newsletter, The Next Big Rush.
