Reposted from the Kodiak Copper BoardKodiak Copper is just down the road on the same BC Porphory trend. This wa sposted on their board.
Kitco Interview
A wonderful interview with TD's commodities guy on coppers future.
https://www.kitco.com/news/video/2024-04-12/electrification-of-the-global-economy-can-t-happen-without-copper-td-securities-bart-melek
I didn't know that in the next 30 years we will need to mine 2x's what was already mined in our plantets history, and we only have 36 years of supply at present rate of use.
The price will not go straight up but the trend is a no brainer. What is also certain is that lower grade deposits that have infrastructure in place and are in friendly mining districts will be in great demand.