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‘It’s Life And Death’: Global Supply Chains Crumbling, What’s Next | Ian Harris

The David Lin Report

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Copper Prices and Supply Chain Dynamics

This chapter explores the impact of tariff discussions on copper prices and market dynamics, emphasizing the significant role of China in copper smelting. It addresses the challenges of domestic production capacity in the U.S. and the implications for companies dependent on refined copper, particularly in the electric vehicle sector. The discussion highlights the need for improved domestic production capabilities and the urgency facing industries reliant on essential materials in light of shifting global supply chains.

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