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This is the new oil... honest.

Many Happy Returns

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Copper's Crucial Role in Decarbonization

This chapter examines the vital role of copper in the transition to a decarbonized economy, drawing parallels to oil in terms of economic impact. It discusses the increasing demand for copper driven by China's urbanization and the challenges of supply, including environmental concerns and limited new mining approvals. The conversation also explores investment strategies related to copper while considering the potential disruptions from technological advancements.

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