Irina Slav on energy • 1002 implied HN points • 24 Jan 24
- Copper prices are forecasted to jump by 75% in 2025 due to energy transition and decline in the U.S. dollar.
- There are concerns about copper shortages, but traders often don't consider long-term impacts when trading commodities.
- Mining companies are facing challenges from resource nationalism and must find ways to mine sustainably to support the global transition to clean energy.