Post by
timeoutofmind on Jun 08, 2021 6:08pm
great take from FT
on copper supercycle. doesn't get more demand driven than that.
but of course: this would only interest companies who actually have a strategy to go mning; and not ones who just fantasize about it.
https://www.ft.com/content/40907aa6-354e-42f8-8d51-8cc01f0e9687