GREY:NEVDQ - Post by User
Comment by
bogfiton Nov 01, 2021 4:00pm
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Post# 34074601
RE:Will NCU secure a US Govt contract?
RE:Will NCU secure a US Govt contract?It is harder to think in terms of what will be, than in what was. That's why they say generals prepare to fight the last war. The truth is tomorrow has never happened before, and the copper market five years hence nothing like you can imagine today.
E/V, solar, wind, yes, but also reduced access to copper deposits and/or concentrate's access to seaports will diminish supply. Intracontinental will become a primary issue. Also, the challenge of stranded assets will grow in importance as coniferous forests across Canada and Russia burn leaving fire scars and unstable hillsides.
It's going to be a whole new world with a whole new set of priorities and problems, and those who survive will have anticipated this.
b.