Maria Garcia

Maria Garcia specializes in copper and industrial metals analysis from her background as a mining engineer who worked at major copper operations in Chile before transitioning to equity research. After studying Mining Engineering at University of Chile and working at Codelco and BHP copper mines, Maria earned her MBA from Columbia Business School. Her operational experience at world-class copper operations gives her deep understanding of mining costs, ore grade quality, processing technologies, and the operational challenges facing miners. Maria excels at analyzing copper supply-demand fundamentals, evaluating mine development projects, and assessing which copper producers have advantaged cost positions. She was early to recognize that copper supply would struggle meeting electrification demand and identified attractive copper exposure before prices rallied. Her coverage extends beyond copper to include aluminum, zinc, nickel, and other industrial metals, understanding their distinct end-market drivers and production economics. Maria analyzes diversified miners, pure-play copper producers, and the junior explorers seeking to develop new deposits. She also tracks how Chinese demand dominates industrial metals markets. Based in New York with frequent travel to mining regions globally, Maria brings operational credibility to analyzing metals essential to infrastructure, manufacturing, and the energy transition.