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9min chapter
Bloomberg Surveillance TV: May 14, 2024
Bloomberg Surveillance
Analyzing the Surge in Copper Prices
A detailed analysis of the current state of commodity prices, focusing on the significant increase in copper prices and its potential as a high conviction trade. The chapter explores the factors driving the rise in copper prices, including decarbonization, green investments, AI data center demand, and military demand, with a bullish outlook for its future performance. Insights are shared on the potential trajectory of copper prices, challenges in new supply, the impact of non-OPEC supply, and the overall performance of commodities as an asset class.
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Discover
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Listen to the best highlights from the podcasts you love and dive into the full episode