So, I did this evaluation on copper given the rising public curiosity in it. I’m bullish on Copper and I am actually suppose it might be guess over the subsequent 3 to five years. The rising demand in renewables and EVs can actually drive the copper value up. Plus, the quantity of latest initiatives is low. We even have the political points in Chile and Peru (two of the largest copper producers) the place copper taxes might quickly be hiked up and so forth and so forth. Total, issues are wanting rosey for copper IMO.
I’ve summed up my thesis right here if you happen to’re : https://youtu.be/RTpfzqTe6H4
What do you suppose?