Copper supply deficit
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…
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…
Allow me to share this piece by The Economist about Tin, a critical mineral that is enjoying a boom: https://www.economist.com/finance-and-economics/2025/04/03/tin-an-overlooked-critical-metal-is-enjoying-a-boom They also underline that Tin has a small…
Allow me to share this very nice visual guide to critical materials and rare earths made by The Economist: https://www.economist.com/graphic-detail/2025/03/24/a-visual-guide-to-critical-materials-and-rare-earths They did a fantastic job and provide the…
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