Jeff Currie: Copper Is The Best Trade Of My Career
Jeff Currie, Chief Strategy Officer at The Carlyle Group and former Global Head of Commodities Research at Goldman Sachs, has declared that copper is the new oil.
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Jeff Currie, Chief Strategy Officer at The Carlyle Group and former Global Head of Commodities Research at Goldman Sachs, has declared that copper is the new oil.
India’s growing manufacturing sector and demand for AI infrastructure could strain copper’s fragile supply chains. Scrap copper could help leaders circumvent the crisis.
The electric vehicle, Artificial Intelligence, power infrastructure and automation boom will drive at least 10 million metric tons of additional copper demand by 2035
Tight supplies has propelled copper on the London Metal Exchange to two year peaks near US$10,000 a ton
Flourishing activity in the electric vehicle, power infrastructure, AI and automation sectors will lead to at least 10 million metric tons of additional copper consumption over the next decade,...