With copper running faster every week, today I wanted to take an in-depth look at what the copper market may have in store for us over the next few years.
Copper prices depend on this wildcard 📝
Crazy commodities (my belated 2023 recap plus what’s happening now in 2024)
A recap of 2023 and early 2024 in commodities, with links to my best analyses of copper, lithium and the major miners.
JP Morgan’s views on copper for investors
JP Morgan's copper note: refined demand growing 2.5% a year to 2033 and energy transition demand rising 11% a year.
Yes, I am bullish on Argentina… and not afraid to say it!
Why I'm bullish on Argentina: a shift in the investment climate, more companies and exploration, mainly in lithium, gold and copper.