⁠Brandon Beylo
War is extremely bullish for #copper.

Take the NATO 155 mm artillery shell, for example.

According to the article, "Every shell contains 0.5 kg of copper, and Ukraine is firing up to 7,000 per day."

Wow.

"They can build a new mine in Ukraine with all that copper scrap.”
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⁠Brandon Beylo
Something that nobody wants to talk about.

What if Chinese copper demand from housing doesn't matter over the next 5-10 years?

What if they replace that demand with militarization/stockpiling?

What if other countries follow suit?

How high could #copper go?

War is extremely bullish for #copper.

Take the NATO 155 mm artillery shell, for example.

According to the article, "Every shell contains 0.5 kg of copper, and Ukraine is firing up to 7,000 per day."

Wow.

"They can build a new mine in Ukraine with all that copper scrap.” - Brandon Beylo
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⁠Brandon Beylo
RT @Cyclical_invest: Wait until you look at tungsten

War is extremely bullish for #copper.

Take the NATO 155 mm artillery shell, for example.

According to the article, "Every shell contains 0.5 kg of copper, and Ukraine is firing up to 7,000 per day."

Wow.

"They can build a new mine in Ukraine with all that copper scrap.” - Brandon Beylo
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⁠Brandon Beylo
RT @cycle_strategy: Interesting thought by Brandon

Something that nobody wants to talk about.

What if Chinese copper demand from housing doesn't matter over the next 5-10 years?

What if they replace that demand with militarization/stockpiling?

What if other countries follow suit?

How high could #copper go? - Brandon Beylo
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⁠Brandon Beylo
The Evolution of Copper Mining Capital Intensity

• 2000s: $4,000-$5,000/t

• 2012: $10,000/t

• Today: Up to $44,000/t

How'd we get here?

• Lower grades
• Longer permitting processes
• More remote jurisdictions
• Higher labor costs
• Fewer skilled workers

#copper
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⁠Brandon Beylo
This is probably not good for copper bulls.

Myself included.

#copper
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⁠Brandon Beylo
What happens after eight consecutive down days in copper?

On average:

• 3-Month: 1.92%
• 6-Month: +4.93%
• 1-Year: +17.01%

Interesting.

#copper https://t.co/ZJMUjsoYf7
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⁠Brandon Beylo
NGL I kinda love this setup in copper right now.

• Bombed-out sentiment
• Overextended on the downside
• Found support at the 200D MA

Seems like a decent R/R trade with a stop below yesterday's lows.

#copper https://t.co/4Y030crLzt
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⁠Brandon Beylo
Argentina is now open for copper M&A business.

Mining Twitter.

What are your favorite copper mining plays specifically in Argentina?

The smaller the market cap, the better!

#copper #Argentina
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⁠Brandon Beylo
RT @Geologo_Trader: Pampa Metals - $PM.CN - I hold a position.

I’m certainly no natural interviewer, but I like thick intervals of #copper & #gold in drillcore close to giant resources in San Juan. 🇦🇷

Much more so after yesterday.

Below 👇 CEO & President Joe explaining the project at C$20m MC & big drill season ahead.

Argentina is now open for copper M&A business.

Mining Twitter.

What are your favorite copper mining plays specifically in Argentina?

The smaller the market cap, the better!

#copper #Argentina - Brandon Beylo
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Hidden Value Gems
Hard to find a better sign of market tightness than when a software company buys raw materials directly from the producer under a LT contract.

#copper $amzn #AI https://t.co/d71qnEkJp9
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