There are limited expectations for significant new copper supply coming online for the remainder of this decade.
Source: https://static1.squarespace.com/static/5ef38bf56b0c3f1aaf7179da/t/660da398f5f34a6dbf893a41/1712169880747/2024-04-04+-+FRI+Yandera+Internal+Optimization+Review+and+PP+FINAL.pdf
Cheers
These are only my thoughts and it does not constitute investment advice. Before acting on any information you read and before making any financial or investment decisions, you should always consult your advisor(s) or other relevant professional experts.
Copper Market Deficit by 2025, page-217
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