Copper hits 7-year high as Goldman calls bull marketTimeStamp Reference:
1:30 – The case for EV and copper demand.
3:00 – Copper development and lack of exploration.
3:40 – Copper is moving contrary to oil.
7:00 – Majority of undeveloped copper is low-grade.
8:00 – Few investors are paying attention to supply/demand.
10:00 – World energy electrification demand and growth.
14:30 – Optionality with copper and opportunities in helium.
Talking Points From This Week’s Episode
• Investors should be very optimistic about the demand growth for copper.
• Under-investment in the copper space.
• Few discoveries and low supply levels for copper and many new users.