You can’t electrify the world without copper and the world is running out of it.
- Large-scale copper discoveries are down 90% over the last two decades
- Copper deficits are projected to widen through 2030
- Copper demand is surging: driven by electrification, data centers, and AI
- It takes 20+ years from discovery to first production
This copper bull market will surprise everyone, both in magnitude and in duration.
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