Same, the copper macro is material to us but not the primary driving factor (for now). On a long term basis it's very important and to anyone familiar with the supply side situation it's going to be very strong for the next 20 years unless some magic new tech comes along to find deposits.
Best bear case scenario to see copper dip would be something like cobre panama coming online. Even then cobre panama is not big enough to make a substantial dent.
Same, the copper macro is material to us but not the primary...
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