Post by
bigguy56 on Sep 30, 2018 11:46am
what about new demand for copper from transmission??
I was thinking that many are missing the point with Katanga. I have worked extensively in the power transmission sector. You can't just switch all the cars from gas to electricity without building up the infrastructure to support the new power demands. That requires lots of investment in transmission and distribution of power. And that means... lots of demand for copper. I think this has been missed. Katanga is not just about cobalt. I looked for a few articles discussing this... https://www.mining.com/copper-supply-crunch-earlier-predicted-experts/ https://seekingalpha.com/article/4162110-copper-fundamental-outlook-buy-dips?page=2