Brandon Beylo
RT @riteshmjn: Fantastic thread … the missing picture in #electrification ecosystem

Copper is one of the most exciting metals to study.

We're obsessed with "Electrifying" the world.

But we have completely ignored the MASSIVE metals supply/demand imbalance.

This creates one of the most asymmetric bets in all of markets.

A thread on the copper setup ... 🧵 https://t.co/SDyTrpBEYp - Brandon Beylo
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Brandon Beylo
RT @riteshmjn: #electrification

It takes 18 years to bring a new mine online.

Yet we're facing supply shortages today.

We're banning critical material imports from China today.

We're demanding OEMs source domestic metals today.

We're fighting two wars, Electrification, and a failing grid today.

Wake up. - Brandon Beylo
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