your posts are usually relatively free of bullshit, not so with the one above.
50 million tonnes additional copper?… or is it 25? production is 26 million tonnes at the moment of which 5 is recycled so work out your 70% increase from there
shortage of copper in the coming years isn’t a fact, it’s an assumption based on demand forecast which is being adjusted down with EV growth dropping and China’s property woes destroying global demand. Freeport have a massive stockpile for leaching as do others and don’t forget recycling, and be aware of aluminium taking a fair piece of the action.
your list under ‘companies that are going to benefit’ you’ve written the pros for AW1… there’s nothing certain that AW1 will get into production.
there’s nothing certain that AW1 will get into production.
