The Celsius Deception - Read this article about Crypto shadow banks: the betrayal of everything crypto?
Good for decarbonization tech, less bullish for copper in the mid- to long termCopper 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 …
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: https://exchange.realvision.com/post/a-collaborative-piece-on-copper-5fe174622177ea4f6e2d0f18 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…
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.