STTrading Weekend thread 29th and 30th June 2024, page-33

To put it on the record....

MAD MAX ----------------------we are here ----------------------------ELON MUSK

I think the next few years look more like MM than EM.

That graphic of the projected need for copper says it all. It's not going to happen. The demands we are making, in order to sustain civilisation as it is (let alone grow) are all off the charts. Pictorialised fantasy. Those resources do not exist.... purely imaginary.

fwiw... one company I will buy in a crash is SGM. Recycling resources will eventually be larger than mining for them.