I don't think anyone is arguing about the long term outlook. What they may be a little more concerned about is the short to medium term namely yht next two years, particularly if a recession occurs form inflation both though monetary policy and from Ukraine.
I've got around 25% of my resources portfolio in Cu. I'm just saying that to avid a one sided narrative.
I do think the Cu via RXM is exceedingly cheap.
Transition upon us - with Copper the new oil, page-46
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