StoneX Natural Resource Summit 4.0: Copper’s Strategic Importance

From stonex.com

Before we dive in, I’d like to take a step back and look at how the copper market has evolved over the past decade. There’s little doubt that copper has entered a bull run since the back end of 2022. Prices have moved in a clear upward trend, underpinned by a growing consensus that the market is heading toward a structural supply deficit later this decade. At the same time, demand expectations remain robust, driven by power infrastructure, the energy transition, digitalization, and electrification, alongside the reality that there are limited viable substitutes for copper. Against this backdrop, we’ve also seen ... (full story)