MacroVoices #420 Ole Hansen: Green Shoots in The Commodity Markets
Macro Voices
Green Metals Recovery and Uranium Speculation
The decision to curb copper production to enhance profitability may lead to a catch-22 situation, impacting the quality of refined copper but eventually driving prices higher. The market is awakening from a slump, supported by supply cuts and a potential momentum shift. Energy transition metals like lithium and copper are showing signs of recovery, with producers cutting back production to stabilize prices. As for uranium, despite a surge in speculative investment, it is acknowledged that the rally for uranium is a long-term trend, given the slow development pace of nuclear plants.
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