Here's a link to a recent interview on copper with Benedikt Sobotka (CEO of Eurasian Resources Group). He claims a new copper supercycle has already begun and that, despite a lag, a substantial rise in the price of copper is inevitable. Interview runs for just under 8 mins.
https://www.msn.com/en-ae/money/video/eurasian-resources-sobotka-on-energy-transition/vi-AA1d8tDr
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