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Brandon Beylo
Copper bears when you tell them that there are billions of people that will upgrade their standard of living over time.
#copper https://t.co/j5ZI4hF6m4
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Copper bears when you tell them that there are billions of people that will upgrade their standard of living over time.
#copper https://t.co/j5ZI4hF6m4
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Brandon Beylo
Based Swedes restarting an old copper mine.
#copper
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Based Swedes restarting an old copper mine.
#copper
Breaking: #Sweden just gave the greenlight for Copperstone Resources to build a new #Copper mine in Northern Sweden. https://t.co/b0tw2ZISFk tweet
Offshore
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Brandon Beylo
Stanley Druckemiller thinks copper is a pretty simple story.
I obviously agree with him.
Here's the full quote:
"Copper is a pretty simple story. Takes about 12 years, greenfield to produce copper, and you got EVs, the grid, data centers, and believe it or not munitions.
These missiles all got enough copper in them and the world’s getting hot that we just think the supply-demand situation is incredible for the next five or six years."
Ivanhoe Mines CEO @robert_ivanhoe said something very similar in a recent interview (emphasis mine):
"We have two competing tribes. One tribe says 'I want to save the world, I'm green, I need cobalt, nickel, platinum, or palladium'. The other tribe says 'Holy shit, the Army/Navy wants these metals for national defense.'
The intensity of metal demand in conflict is beyond your wildest imagination. In WWI you needed a telescope to see the price of copper." "So we're heading to a world where both tribes have a strong demand for more metals. We're balkanizing the world into two camps, and it's tearing the global supply chains apart."
When two industry GOATs start saying the same thing, it's time to listen.
#copper
tweet
Stanley Druckemiller thinks copper is a pretty simple story.
I obviously agree with him.
Here's the full quote:
"Copper is a pretty simple story. Takes about 12 years, greenfield to produce copper, and you got EVs, the grid, data centers, and believe it or not munitions.
These missiles all got enough copper in them and the world’s getting hot that we just think the supply-demand situation is incredible for the next five or six years."
Ivanhoe Mines CEO @robert_ivanhoe said something very similar in a recent interview (emphasis mine):
"We have two competing tribes. One tribe says 'I want to save the world, I'm green, I need cobalt, nickel, platinum, or palladium'. The other tribe says 'Holy shit, the Army/Navy wants these metals for national defense.'
The intensity of metal demand in conflict is beyond your wildest imagination. In WWI you needed a telescope to see the price of copper." "So we're heading to a world where both tribes have a strong demand for more metals. We're balkanizing the world into two camps, and it's tearing the global supply chains apart."
When two industry GOATs start saying the same thing, it's time to listen.
#copper
tweet
Offshore
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Brandon Beylo
Looks like copper TC rates just went negative 👀
Absolutely wild.
#copper
H/t @GoldForecast https://t.co/3dFx52QFhH
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Looks like copper TC rates just went negative 👀
Absolutely wild.
#copper
H/t @GoldForecast https://t.co/3dFx52QFhH
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Brandon Beylo
RT @Rory_Johnston: Treatment Charges (TC) are the most compelling datapoint re: copper bull market (to counteract weird copper contango)
If refiners weren't themselves concerned about future cathode why would they be voluntarily losing money by continuing to fight for & refine concentrates?
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RT @Rory_Johnston: Treatment Charges (TC) are the most compelling datapoint re: copper bull market (to counteract weird copper contango)
If refiners weren't themselves concerned about future cathode why would they be voluntarily losing money by continuing to fight for & refine concentrates?
Looks like copper TC rates just went negative 👀
Absolutely wild.
#copper
H/t @GoldForecast https://t.co/3dFx52QFhH tweet
Offshore
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Brandon Beylo
Copper is up 24% since this tweet.
Still expecting a significant pullback here soon.
But we're only $0.20/lb from my preliminary $5/lb target.
#copper https://t.co/89mVY4A1tB
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Copper is up 24% since this tweet.
Still expecting a significant pullback here soon.
But we're only $0.20/lb from my preliminary $5/lb target.
#copper https://t.co/89mVY4A1tB
See you guys at $5/lb copper.
#Copper tweet
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Brandon Beylo
This is hilarious.
Sprott doesn’t want to be left out of the copper party.
Now you have investment demand hoarding physical copper.
This reflexivity will send prices MUCH higher.
Industrial demand, military demand, and now investor demand.
All competing for supply.
#copper https://t.co/P0gA9SyP60
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This is hilarious.
Sprott doesn’t want to be left out of the copper party.
Now you have investment demand hoarding physical copper.
This reflexivity will send prices MUCH higher.
Industrial demand, military demand, and now investor demand.
All competing for supply.
#copper https://t.co/P0gA9SyP60
tweet
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Brandon Beylo
"The perfect portfolio doesn't ex..."
Korean BBQ and Copper.
Name a better combo.
$GENK #copper https://t.co/ecjrtsb0RL
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"The perfect portfolio doesn't ex..."
Korean BBQ and Copper.
Name a better combo.
$GENK #copper https://t.co/ecjrtsb0RL
You won't find the answer to "proper diversification" in any investment textbook.
And that's because they won't tell you that the answer is equal parts Korean BBQ and Copper.
#NowYouKnow tweet
Offshore
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Brandon Beylo
“We need to mine as much copper in the next 20-25 years as we've mined in last 10,000 years.” - Robert Friedland (@robert_ivanhoe)
Here’s why 👇
#copper https://t.co/FnvYTuHsTi
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“We need to mine as much copper in the next 20-25 years as we've mined in last 10,000 years.” - Robert Friedland (@robert_ivanhoe)
Here’s why 👇
#copper https://t.co/FnvYTuHsTi
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