Hello friends, this thread can be for us to share articles, reports and links to do with the overall copper macro trends, since AW1 will be closely tied with what's going on in global copper.
I'll start by sharing this excerpt from Sumitomo Metal Mining (link to presentation below, they cover a number of battery metals). SMM explains in this their personal opinion on where copper and other metals are headed. If others have similar reports from other sources it would be fantastic if you also share them here.
https://www.smm.co.jp/en/ir/library/integrated_report/pdf/2022/2022_All_EN.pdf
Copper Macro Thread
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