AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Copper - The Tightest Commodity Market Ever
Copper is something that we don't talk about much, but if you look at the long term dynamics, it seems to have some resemblance to what we've seen with oil and gas. Big booms and busts that kind of lead to a structural under investment or under exploration,. Also because of environmental concerns. And so copper becomes a really important, strategic commodity that is nevertheless,underlooked at the moment. But i would argue Copper is likely to be the tightest commodity will ever seen.