Copper: The Market at Risk of a Velociraptor Attack
(A note from Catherine) - Copper is one of those markets I watch closely as we move through the final stages of the Land Cycle.
Demand for copper is heavily tied to construction, infrastructure and economic activity, so it is not unusual to see prices pushed to all time highs as the boom reaches its peak.
But we're now moving beyond the property-price peak and towards the downturn, which makes what happens next particularly interesting.
While the dominant story around copper remains relentlessly bullish — data centres, electrification, constrained supply and falling ore grades — Callum Newman is seeing warning signs in the shorter term..... Read on!
Copper: The Market at Risk of a Velociraptor Attack
My 11 year old and I just watched the original Jurassic Park movie. Stacks up very well after 30 years.
You might remember there’s a particular type of dinosaur called the velociraptor that causes a whole lot of trouble.
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