Our comment on this supply disruption a couple weeks ago:
We didn't relay much of the First Quantum/Panama saga, thinking that one way or another that deposit was going to get mined, Panama needs the revenue.
And from Reuters via Mining.com, March 15:
First Quantum Minerals, the operator of the Cobre Panama mine, has resumed operations to normal levels at the mine, gold-focused royalty and streaming company Franco-Nevada Corp said on Wednesday.
Franco-Nevada has contributed a total of $1.36 billion to the construction of Cobre Panama and the mine accounted for 18% of the company’s revenue in 2021. Copper miner First Quantum owns a 90% interest in the mine through its unit Minera Panama SA (MPSA)....
....MUCH MORE
