Given Goldman Sachs recent 'predictions' on Lithium, I wouldn't give them the time of day, let alone believe anything they say anymore.
They have lost all credibility due to their attempted manipulation of the Lithium markets from their so-called 'experts'.
Having said that, with regards to the copper forecast on supply/demand, it definitely looks like there will be a short fall in the near to medium future.
Part of the reason is that, regardless of how the EV story plays out, copper is still needed in so many other aspects of life (I say this as an Electrician looking at the cost of cabling over the past 12-18 months).
The KCB is going to become a focal point in the years ahead with copper production.
p.s. Greetings from a new holder. Been looking for a while from across the 'fence', looking forward to seeing what NRX has in store for 2023 and beyond.
