The Problems with Copper Supply
table of contents
May 10, 2021

Leigh R. Goehring & Adam�A.�Rozencwajg

Could copper prices rally from approximately $4.50 per pound today to $15 per pound? As demand continues to increase, we focus our analysis on the supply side of the equation.

Our newest commentary, The Problems with Copper Supply, provides an in-depth look at the geological copper constraints affecting new discoveries, as well as other timely issues related to copper mining and production.

Download our Q1 2021 commentary for insight into:

  • A detailed view into the state of copper mining and ore reserves
  • Updates on the “green energy transition”
  • In-depth analyses on the global oil markets
  • Robust demand from China for agricultural imports

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