Discussion List

  • Stefan Clulow
    Good for decarbonization tech, less bullish for copper in the mid- to long term
    Copper supplies are arguably (clearly?) insufficient to electrify the world to the extent that everyone seems to want.  However, a novel technology has been developed, after decades and decades of trying by engineers and metallurgists, to recover previously unrecoverable and uneconomic copper deposits using existing processing capex and workflows.  It probably puts a dent in @Raoul Pal ‘s notion that copper could be an exponential asset en route to the Big Green Future… Mitsubishi Corporation …
    Stefan Clulow 2 views 0 comments Started by Stefan Clulow Real Vision
  • sam_c
    Adding Research on Copper & it's relationship with EV's and anything electrification.
    LlplHere is a report and some slides to add to the collaborative piece on copper posted by @Olivier Asset a couple of months back: Some interesting things from the attached report:      a lot more copper in an EV  and from RV guest Warren Pies     And some China Related Slides:    As noted here, Remember the political issues in Chile?    Supply / Demand:    From a report fro…
    sam_c 62 views 2 comments Most recent by Paul E Real Vision
  • jack_f
    Stories on my radar for today:Copper, retail evictions, Tesla, and moreCopper's new high, Tesla'
    Stories on my radar for today: Copper, retail evictions, Tesla, and more Copper's new high, Tesla's new equity offering, flatlining U.S. construction spending, credit card issuers' tough choice ahead - and more.
    jack_f 1 view 0 comments Started by jack_f Real Vision