The biggest drivers for Copper prices over the last 2 centuries are again visible right now! So what are the drivers? - Industrialization - Electrification - War’s & supply chain disruptions - Post war re building Now - US wants to re-industrialized & start manufacturing, it will need copper - The AI story to sustain needs Electrification because every prompt you give to the AI takes 25 times more computing than the Google search, it will need copper - Rebuilding Russia & Ukraine will need coppe
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