There is expected to be a big shortfall in copper form 2027, per FT: https://t.co/BbT9dfCdtw
Why now
Thesis: Projected copper shortfall supports long-term prices and margins
Catalyst to watch: Mine supply data and demand forecasts
Main risk: Shortfall forecast may not materialize
Why it matters
Projected copper shortfall from 2027 supports higher long-term prices and miner margins.
Details
There is expected to be a big shortfall in copper form 2027, per FT: https://t.co/BbT9dfCdtw
Sources
- x · 2026-09-20 21:01 UTC