Agree with above sentiment. Copper is the place to be in 2021-2030.
For every 20 million Tesla's built global production of copper has to increase 9%. That's GLOBAL production!!!
Now add in electrification infrastructure to power these cars, electrification infrastructure in the parts of the world with no electricity, green energy power sources, house batteries... oh and the biggest infrastructure stimulus spend the world has ever seen.
Yes a lot of lithium is required but lithium is very common. Copper is not. There haven't been enough copper discoveries to keep up with demand going forward. Somethings got to give.
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