COPPER IS BACK! Tech-fueled Demand and Constrained Supply
May 20, 2024
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7:26Now PlayingCOPPER IS BACK! Tech-fueled Demand and Constrained Supply
YouTube Description
as posted by the channelTrish Regan and Rob Hordon of 76research have an in-depth discussion on what is driving the recent strength in the copper price, including a copper-related investment they recently recommended in their investment newsletter, the 76report. Weakness from China construction demand has held down the copper price in recent years, but demand related to artificial intelligence, electric vehicles, grid investments, and other components of the "electrification" theme is becoming more relevant. Meanwhile, new supply is constrained by very long lead times to add copper mining capacity, which supports a constructive outlook for copper and copper mining stocks.
#copper #commodities #electrification #ai #datacenter #trishregan
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