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Copper Calling: A Capital Cycle Story
Capital Cyclists
Focus on Supply over Demand in Decision-Making
The key insight is to prioritize focusing on supply rather than demand in making decisions. While many focus on demand, which is difficult to quantify due to being uncertain, it's suggested to zero out demand and concentrate on understanding the supply side. By examining data from different mines globally and utilizing a vast network for information flow, informed decisions can be made. This approach, similar to the one followed at Glencore, allows for a thorough analysis and consideration of various scenarios before reaching a decision.
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