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Arvind Sanger - The Sustainable Energy Transition

The Business Brew

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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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