{
  "id": 16127092,
  "title": "Mining Forum video: Majors are waking up to discoveries, fund manager says",
  "url": "https://urgent.news/2026/10/22/mining-forum-video-majors-are-waking-up-to-discoveries-fund-manager",
  "topic": "finance",
  "section": "Finance & Markets",
  "published": "2026-10-22T23:28:54.000Z",
  "source": {
    "name": "Mining.com",
    "slug": "mining-com",
    "url": "https://www.mining.com/mining-forum-video-majors-are-waking-up-to-discoveries-fund-manager-says/"
  },
  "original_language": "en",
  "account": "Commodity Discovery Fund founder Willem Middelkoop is targeting new discoveries and mines nearing production to capitalize on a commodities rally that he believes could persist for decades. The fund, based in the Netherlands and managing around $316 million in assets, invests in approximately 40 to 50 exploration projects across various metals. Middelkoop anticipates persistent supply shortages will start affecting the broader economy around 2030, while established producers are only just beginning to increase their exposure to early-stage exploration.\n\nIn an interview with The Northern Miner Western Editor Henry Lazenby in Colorado Springs, Middelkoop expressed that many people believe he is a genius, as even low-quality stocks are expected to rise. The fund primarily focuses on two stages of the mining cycle, known as the Lassonde Curve: the initial discovery phase, where drilling can significantly boost a company's value, and the approach to production, when investors start pricing in future cash flows. Timing is crucial, as mining shares can become stagnant for years following the initial excitement of a discovery, even in a growing metals market. Middelkoop's strategy involves taking profits after the discovery rally and seeking new opportunities as construction nears completion, at which point investors begin valuing a company's ability to produce metal and generate cash.",
  "summary": "Willem Middelkoop is targeting new discoveries and mines nearing production to capture gains from a commodities rally he says could last for decades.",
  "key_points": [],
  "editors_take": null,
  "illustration": null,
  "coverage": {
    "outlets": 1,
    "also_reported_by": []
  },
  "ai_generated": true,
  "disclaimer": "Summaries, key points and the editor’s take are written by software from other outlets’ reporting and may contain errors — always check the linked original."
}