RE:Goldman Sachs Copper Forecast and Company AnalysisGreat find Caliche. Access to GS research is tough....
Very bullish for those in possession of viable projects....."We remain confident on demand given our expectation that China's growth will remain strong and EV demand will start to manifest in the next few years. We continue to favour equities that are well positioned to bring new projects online, vs. those that do not have attractive projects and will likely have to engage in M&A."