Just thought I'd do some more background reading on copper supply/demand outlooks and stumbled upon this article I hadn't seen before.... thought I'd share it: https://www.marketindex.com.au/news/why-coppers-long-term-outlook-is-getting-hard-to-ignoreKEY POINTS
- Copper prices are unchanged in the past two years but here's why it's bullish outlook is a matter of when not if
- The subdued macro environment makes it "difficult to fire all your bullets" at the copper trade at once, says Tribeca Investment Partners' Todd Warren
- ASX-listed copper stocks are beginning to pick up the pieces after a prolonged period of inflation, labour market and operational headwinds
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Just thought I'd do some more background reading on copper...
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