Is there really a Copper “Shortage”?

Money of Mine

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2M ago 1:06:32

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We had Ahmad Saleem back on the poddy to chat about copper.
Our discussion ventured from whether the much anticipated bull market will emerge, why majors target porphyry deposits, if it’s better to buy vs build, what juniors should target, what we can learn from the venture capital funding system and a heap more.
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(0:00:00)Introduction
(0:02:56)Copper contrarian take
(0:06:23)Development timelines
(0:09:40)Risky jurisdictions
(0:16:23)Different deposit styles
(0:19:10)Exploration strategies of major miners
(0:22:45)Differences between porphyry's and the others
(0:26:38)Copper price forecasting
(0:40:11)BHP in South Australia
(0:43:22)Sandfire in Spain, Africa
(0:51:10)Mongolia
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