For those that can handle the AUD/USD risk of holding Freeport-McMoRan, this may be an alternate for OZ Minerals:
Richard Adkerson (CEO Freeport-McMoRan) at the 3.35 minute mark would have been referring to HVDC, which use a lot of copper:
Cheers
These are only my thoughts and it does not constitute investment advice. Before acting on any information you read and before making any financial or investment decisions, you should always consult your advisor(s) or other relevant professional experts5