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Chokehold On This Asset Would Be 'Cataclysmic To The World' | Olav Langelaar

The David Lin Report

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Copper Market Dynamics and Future Outlook

This chapter examines the recent fluctuations in copper prices, highlighting a significant decline and subsequent recovery, while addressing the effects of stockpiling and tariff discussions on copper demand and economic growth. It emphasizes the pivotal role of China in the copper supply chain and the potential global consequences of trade tensions, as well as the increasing demand for copper driven by technological advancements and economic growth in emerging markets. The analysis concludes with a dire forecast of a projected supply deficit by 2027-2028, underscoring the lengthening timeline from mine discovery to production amidst escalating global demand.

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