INTERNATIONAL INDUSTRIAL STRATEGIST "WHEN THERE'S CHAOS, THERE'S OPPORTUNITY" Catch this timely conversation on copper, supply and value chains, and what's next
The global race for critical minerals is accelerating. Yet the real crisis isn't purely a story about how miners and companies are getting metals up out of the ground. It's about what happens next. That's why Prinsights is delivering a key conversation with an industry executive and thought leader who is ahead of the curve and guiding governments and multi-national companies.
Diego Davila, CEO of D&L Group, examines the systemic structural cracks in the copper value chain. For those who are not familiar, the D&L Group is an executive advisory platform that is focused on industrial strategy, critical minerals, manufacturing competitiveness and geopolitical risk. His company advises CEOs, boards, investors, and leadership teams operating across metals, mining, manufacturing, energy and strategic supply chains.
In the video above, you'll discover:
What his proprietary integrated metals execution framework means (and why it matters for metals like copper)
The areas he believes will show the biggest opportunities in metals
The factors that investors should be following today (and the value he finds in them specifically)
Why tech giants and infrastructure operators can't wait decades for supply adjustments (and how this moment has created a major entry point for specialized investments)
Stay Tuned: This week, we'll be sharing our latest Prinsights Pulse Premium monthly issue that's focused on another critical metal that you're not going to want to miss. We can't wait to share the research and this key recommendation for our model portfolio with you.
ICYMI: Our latest Founders+ monthly issue is out now. The issue details the copper developer that's ready for a mining giant to make a move. The research offers a brand new addition to the Founders+ model portfolio and delivers analysis detailing the copper developer that's still early, underfollowed and tied to the copper supply problem.