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Arvind Sanger - The Sustainable Energy Transition

The Business Brew

CHAPTER

The Headwinds to Copper Demand

China's demand, the big growth is behind us. Shale is still on its high last time. We're going to need $80 $90 $100 oil to make tier two inventory economic. And there are real headwinds to copper long term political and geological problems for copper because copper grades are falling.

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