Josef Schatcher and KER QuickTake - Oil, Gold, Silver, Copper & Critical Minerals
The KE Report May 16, 2026
Summary
Geopolitical tensions and the Iranian conflict could trigger parabolic price spikes in oil, creating specific growth opportunities within the Canadian energy service sector.
Historic copper prices are driving significant outperformance in mid-tier producers compared to majors, highlighting a clear valuation and growth wedge for investors.
Major M&A activity is accelerating in the precious metals space, with notable deals like Equinox Gold bidding for Orla Mining signaling sector consolidation.