It’s one thing to recognize copper is 420 friendly, another to know how to take advantage:

Because this game isn’t as easy as just picking any old Chilean copper play:

Is it, Henk?
It’s one thing to recognize copper is 420 friendly, another to know how to take advantage:
Because this game isn’t as easy as just picking any old Chilean copper play:
Is it, Henk?
Spat my coffee out. Thank you for the laugh.
This one has me scratching my head short term. Plenty of additional concentrate coming onto the market this year but the refined supply and demand in 2022 has too many moving parts to nail down. Smelters should get real good terms from the miners but do they have output constraints like most other commodities? 2023/24 I have no issues with $5. The Fed would love to see $3 before that happens.