RE:RE:"new supply chains for materials like copper""This message is also very interesting for the NCU"
Precisely. For one hundred years the world has shrunken by advancement in transportation. Now we are facing a new world in which transportation becomes a limiting factor. The current supply chain will be seen as adding considerable significant risk for i.e., copper mined in Chile and transported to a seaport the coast, shipped on to be refined and consumed in China, and the resulting product shipped to and then sold in North America
This reality might be a little late in arriving but certainly those in the metal producing industry have been taking note. I have long opined that PH will someday be seen as a critical national resource in our conversion to EV and solar perhaps in as little as 5 years. When that happens, copper prices will have doubled.
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