Copper Calling: A Capital Cycle Story
Capital Cyclists
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Challenges and Dynamics in the Copper Market
The chapter delves into the current challenges faced by the copper market, such as the lack of capital investment leading to delays in supply growth, difficulties in initiating new projects due to various obstacles, and the emphasis on acquisitions over building projects due to the need for a higher copper price. It also highlights the importance of increasing recycling rates for copper, the commercial rationale for zero carbon mining projects, and China's significant role in the global copper market.
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