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Odd Lots — Jeff Currie on Why Copper Is His Highest-Conviction Trade Ever
Not scored yet41m·2024-05-17·Money

Jeff Currie on Why Copper Is His Highest-Conviction Trade Ever

Odd Lots

Copper has long been touted as a big winner from the world's drive towards electrification. All those electric vehicles and new grids need lots of the metal to work. At the same time, since it takes years for new copper mining capacity to actually come on stream, many people expect a long-term shortage of the metal to…

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