I like copper for the usual reasons related to falling grades and supply and the Green Transition.
However......
If the world turns to custard (half-way there already) I reckon the Green Transition will be off.
At that point another question arises. What do military applications do to copper demand?
My old mate google tells me that "by weight copper remains the second most widely used material in weapons platforms..."
But is there anyone out there who knows about such things and can hypothesise what a significant war would do to copper demand if accompanied by a reduction in consumer uses and uses driven by the Green Transition?
Please note that this question is asked from an academic perspective only and I get no pleasure from and have no desire for what looks like an increasing precarious world.
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