Allow me to share this very interesting graph from the latest IEA’s Energy Mix newsletters, based on current projections, the copper market will suffer from a 30% supply deficit by 2035. Thus, factors impacting copper supply, like geopolitical risk, climate risk will matter in future years:
I have some slides discussing some of these issues:
Besides, I have other blogs on the impact of geopolitical risk and critical minerals. You are welcome to read them and comment on them: