17min chapter

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Will Thomson (Massif Capital): The Zambia Copper Opportunity

Value Hive Podcast

CHAPTER

Navigating the Copper Market Landscape

This chapter examines the intricate forces shaping the copper market, including global economic influences and the balance of supply and demand. It emphasizes the need for investors to identify companies with strategic advantages amid the bullish outlook for copper, while addressing recycling challenges and geopolitical tensions affecting supply chains. The discussion highlights both the immediate complexities of market sentiment and the long-term fundamentals that underpin investment strategies in the copper sector.

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