bullish

Copper

Global Commodities: Takeaways from CESCO Copper Week — The only way out is up

179 Views29 Apr 2024 10:28
Podcast
SUMMARY
  • Copper market may be running ahead of a fundamental story, with extreme tightening in the copper concentrate market
  • Chinese demand has stepped back due to surging copper prices, but expected to acclimatize to higher price levels
  • Supply side challenges may take a couple more quarters to resolve, leading towards a tighter refined market in the future and potential supply shortfalls by 2030.

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  • Global Commodities: Takeaways from CESCO Copper Week — The only way out is up
    29 Apr 2024
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