Backing up my post above and a reminder of seeing the trees not the wood.
https://financialpost.com/commodities/the-basic-metal-of-electrification-why-famed-energy-analyst-daniel-yergin-sees-a-copper-crunch-looming
Daniel Yergin, is the guy often noted to know the most about oil. Not least because his book on it won a Pulitzer prize and he was the President of the oil Council for years.
His book on oil makes good reading it lists all the dirty (geostrategic) tricks mail by the Us oil companies played although the Russians & Others had their fair share.
The Prize - The Epic Quest for Oil, Money and Power
All IMVHO.
Backing up my post above and a reminder of seeing the trees not...
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