Red Bull: Anglo’s Dr. Copper

Sep 5, 2024

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INDEX:
00:00:00 - Introduction
00:01:31 - Lithium Market Analysis
00:03:07 - China's Role in Lithium Supply
00:05:52 - Copper Market Overview
00:11:37 - About Paul/Anglo
00:13:57 - Why is copper still so volatile?
00:20:18 - Challenges in boosting copper supply.
00:22:11 - Are old copper mines worth reopening?
00:25:04 - What price ensures enough copper production by 2030?
00:26:11 - Is there enough money going into copper exploration?
00:28:27 - Environmental and Societal Factors in Mining
00:31:06 - Any Advancements on Carbon Emissions?
00:33:18 - How will China's slowdown affect copper demand?
00:37:06 - Copper Demand and Global Averages
00:38:37 - Will new tech reduce copper demand or not?
00:42:57 - Are speculators messing with copper prices?
00:45:31 - When will miners start building new copper supply?
00:49:28 - True Valuation vs Market Valuation
00:52:52 - Balancing risks in early-stage vs. established copper investments
00:55:09 - Trade mining stocks; don't just hold.
00:55:51 - Are mining companies focusing on growth over dividends?
00:59:43 - Anglo American's Copper Assets
01:01:13 - Howard's Closing Remarks

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Links 🌍

RK Equity Website: https://rkequity.com/
Patreon: https://www.patreon.com/rockstockchannel
Podcast:
Apple Podcast: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172
Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq?si=a4ca356c45394648
X (Twitter):
Howard: https://twitter.com/LithiumIonBull
Rodney: https://twitter.com/RodneyHooper13

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DISCLAIMER

NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH

Rodney and Howard are not financial advisors nor broker-dealers, this video is for information purposes only and should not be considered investment or financial advice. Please do your own independent research and read the disclaimer at the end of the video or on RK Equity’s website https://www.rkequity.com

Intro and outro audio credit: Jamie Klein