Lithium and Copper Market Dynamics

This chapter examines the impact of political changes in Chile on the lithium and copper market, with a spotlight on investment opportunities and shifts in production dynamics. It introduces the concept of 'capitulation cleansing' and discusses how a potential right-leaning government could benefit key companies amidst rising global demand. The chapter also highlights the challenges and necessary infrastructure upgrades in electric grids, connecting the evolving landscape of energy markets with implications for copper and natural gas investments.