'Copper's critical moment is here.'Not sure this is entirely...

  1. 5,908 Posts.
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    'Copper's critical moment is here.'

    Not sure this is entirely true, Dash.

    It is definitely coming. We don't know exactly when.

    it will be big orders driving price-insensitive industrial production for things like grid transformers and switchgear that flip it into shortages. Yes, yes, everyone can gesture at 'green' tech like wind turbines, yet I see the main drivers as elsewhere.

    I have positions in SFR, A1M, S32 and BHP, all set to flourish when Cu demand finally exceeds supply.

    I fret I don't have enough exposure.

    Ash



 
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