$?Bill in a ? Life mine, page-20129

Since coming on board with HCH, I've saved a a few of the best articles on the market balancing act of cu. We are all aware the shortfall will have a dramatic impact on the energy transition, wind turbines, EVs and charging stations.

Even with the huge recycling efforts, early last year the most comprehensive study fears we'll need 50 million metric tons annually by 2035, a shortfall of 10mt. It gets worse very quickly as there will be massive hoarding by panicking users made far worse by profit hoarders forcing it to reach $100t and then an additional 2mt compounded pa until we run out.

The crazy part is the investment to supply by miners will need to be >$150Bill by then, so guess what market cap HCH will be in the next few years?

A very positive distraction at the moment is the molybdenum demand and its market price and rumours that a manufacturer actually had to fly Moly in from China and ironically my small gain on Moly I use to pick up more HCH, who would have thought it was possible.