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Copper Macro Thread, page-301

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    Is There Really A Copper “Shortage”?


    CHAPTERS0:00:00 Introduction0:02:56 Copper contrarian take0:06:23 Development timelines0:09:40 Risky jurisdictions0:16:23 Different deposit styles 0:19:10 Exploration strategies of major miners0:22:45 Differences between porphyry's and the others0:26:38 Copper price forecasting0:40:11 BHP in South Australia0:43:22 Sandfire in Spain, Africa0:51:10 Mongolia0:57:00 Aggregator model

 
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