Ep 156: Will Rhind: What Investors Should Know About The Rise Of Commodities
Investing With IBD
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The Supply Chain Crisis in the Copper Industry
We've had decade or so of massive underinvestment, i.e. capital expenditure in the sector. And then this is sort of the perfect storm that met, the COVID pandemic and shut down a lot of production which only exacerbated the situation. So we're talking many years. And typically people talk about a super cycle and a super cycle can be as long as 20 years. But the fact is this is a multi-multiyear process because of these factors that I outlined.
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