Paul Renken, senior geologist and analyst with VSA Capital, calls 2014 a soft year for gold and silver prices, but foresees stronger prices—and demand—for nickel, copper and tech metals as the year progresses. In this Mining Report interview, he lists the three commodities investors should feel good about and digs into the details of the Indonesian ban on exports of raw ore.

TMR: VSA adjusted its 2014 copper price up to $3.67/lb to account for improved annual Chinese GDP (gross domestic product) growth expectations. Which companies have exposure to high copper prices?

Should give Teck a little more incentive to move forward with Schaft Creek