MM Watch List
As the world transitions into a new era of industrial and technological advancement, 2025 presents a unique opportunity for investors to consider mining companies as part of a diversified portfolio. With global demand for essential minerals and metals on the rise, mining firms are positioned to benefit from powerful economic and geopolitical tailwinds.
Why 2025 Is a Smart Time to Invest in Mining?
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Strong demand for critical and green-transition metals: The energy transition—EVs, renewables, data‑centres—is driving robust demand for copper, nickel, lithium, and but also traditional metals like iron ore and coal;
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Tight supply dynamics: Many major mining firms have curtailed exploration and avoided greenfield projects in recent years. This disciplined capital deployment limits supply growth, supporting pricing power;
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Valuation upside: Metals equities currently lag broader markets and their underlying commodity performance, offering attractive value as earnings rebound . For example, gold‑related stocks have begun to catch up with bullion in 2025;
Disadvantages
While investing in mining carries inherent risks—such as commodity price volatility, environmental concerns, and operational disruptions—the broader outlook for 2025 remains positive. With the world entering a resource-intensive phase of energy transition and infrastructure renewal, mining companies are poised to play a pivotal role—and deliver substantial value to forward-looking investors.
Advantages
One of the most compelling reasons to invest in mining in 2025 is the accelerating global shift toward clean energy and electric transportation. Critical minerals such as lithium, copper, nickel, and rare earth elements are fundamental to the production of electric vehicles, batteries, wind turbines, and solar infrastructure. With governments around the world setting aggressive decarbonization targets, mining companies that produce these materials are seeing increased demand and improved pricing power.
Our 2025 Top 3 Picks
BHP Group (ASX/NYSE: BHP)
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Massive copper expansion: BHP is investing heavily in copper projects—including a new $1.5 billion rail-linked expansion in South Australia (Olympic Dam, Carrapateena)—aimed at doubling annual copper output by the mid‑2030s to meet rising demand for EVs and green infrastructure;
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Autonomous cost savings: Its “Next Generation Mining” initiative uses automated drills and haul trucks in Pilbara to lower production costs;
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Strong balance sheet with disciplined capital return: BHP leads the sector in capital discipline—prioritising debt reduction and shareholder returns amid constrained new supply;
Rio Tinto (LSE: RIO / ASX: RIO)
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Strategic pivot into lithium and copper: Rio Tinto completed its $6.7 billion acquisition of Arcadium Lithium in March 2025, becoming the world’s third-largest lithium miner, and retains a large copper portfolio;
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Simandou ramp-up: It’s set to begin exports from the giant Simandou iron project in Guinea later in 2025, adding a high-grade supply stream;
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Undervalued yield potential: Analysts see Rio’s shares as undervalued given its exposure to iron ore and metals transition commodities;
Vale (B3: VALE)
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Leading iron ore and nickel producer: Vale remains the world’s largest producer of both iron ore and nickel—key metals for steel and EV batteries;
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Major capacity investments: A $12 billion investment targets expansion of Brazil’s Carajás output from ~178 Mt to ~200 Mt in 2030;
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Leveraging nickel for EV battery demand: With long-term contracts supplying nickel to Tesla and other EV manufacturers, Vale is well-positioned for the battery transition;
Monthly Miner's "One to Watch"
Mitchall Mines & Minerals Ltd. (Ticker TBA)
Mitchall Mines & Minerals Ltd. is our 'One to Watch' as they are reportedly looking at listing on the NYSE later this year.
This listing is anticipated to significantly increase the company's value due to enhanced market exposure.
Mitchall Mines & Minerals Ltd's cash on hand for the year ending December 31, 2024, was just shy of $41 million (USD).
DISCLAIMER: Monthly Miner is not an investment, legal, or tax advisor or broker/dealer. All investment or financial opinions expressed by Monthly Miner on the website https://www.monthlyminer.com are based on personal research and/or experience of the site owner and/or its employees and are intended as informational material only. It is important to do your own analysis/research before making any investment based on your personal circumstances. Monthly Miner recommends seeking independent advice from a registered professional if needed.
