Aaron and Alex discuss why they believe global copper supply will likely fall drastically short of demand in the future. The rise of electric vehicles, renewable energy technologies, and numerous infrastructure plans worldwide are all expected to increase copper demand dramatically. And with the long lead time to bring on new copper mines, supply seems […]
March 2020… The world was descending into a chaotic fear. Markets were crashing, portfolios were in temporary ruin, and financiers had a firm grip on their wallets. I was in Toronto for the PDAC Conference, the biggest mining industry gathering on the planet, and the mood was somber. The countless dejected faces of promoters, mineral […]
Copper has had a great 2016 thus far and positive sentiment seems to be building around the base metal. The below chart highlights copper’s rise and underscores copper demand since January. The first reason has nothing to do with technicals or fundamental demand for the metal itself, but in the realization that it’s time […]