76research
@76research·3.3K subscribers·297 videos
COPPER IS BACK! Tech-fueled Demand and Constrained Supply
Posted
May 20, 2024
Views
266
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15
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1
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6.02%
May 20, 2024
266
15
1
6.02%
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7:26Now PlayingTrish 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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