AW1 General Chat, page-2666

The macro is really going to put the pressure on. All copper stocks should do exceptionally well moving forward. There are real and tangible supply side issues that are not easily resolved by just throwing more cash at things from the number crunching side. Even more so for the western world.

https://aheadoftheherd.com/biggest-copper-mines-produced-20-less-copper-in-2023-richard-mills/

I know you've seen this already @Met2020 but reposting it incase others missed it. Extremely pertinent article on where we're at right now in the copper game. An additional thing not mentioned in the article regarding Russia's production, you can obviously expect a large chunk of that to be headed to Ukraine as we know they are ramping up defense production. Once copper blows up on the battlefield, you don't recycle it.

And the Africa and India industrialization thematic continues full steam ahead. Not as lightning fast as china, but slow and steady. Relentlessly.