Monthly Archives: November 2016

The bullish thesis for Copper

As a company we have made no secret of our liking for copper in the medium to longer term. We anticipate it will be the first mineral commodity in our portfolio to return to fundamental market balance1 [chart 1]. Structural grade decline creates an ongoing imperative for new copper supply [chart 2]. That future supply will likely be higher cost, based on a range of macroeconomic, socio-political and geographic factors – as well as … Continue reading

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