Copper Calling: A Capital Cycle Story
Capital Cyclists
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Analyzing the Capital Cycle and Glencore's Supply-Focused Strategy
The chapter delves into the capital cycle framework to understand industry returns and capital influx dynamics, while highlighting Glencore's supply-focused strategy in the mining industry. It emphasizes how the company's approach of acquiring existing assets and exercising supply discipline under Ivan Glassenberg's leadership has benefited the industry as a whole.
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