John Rubino's Substack

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Is Copper a Broken Story -- Or Better Than Ever?

Major shortage coming

John Rubino's avatar
John Rubino
Aug 18, 2024
∙ Paid

After a nice run in the first half of this year, copper suffered a serious correction, leading some to wonder if this story is broken:

A recent post by commodities analyst Rick Mills answers that question. Here’s an excerpt from the (much longer) article:

Benchmark Mineral Intelligence (BMI) forecasts global copper consumption to grow 3.5% to 28 milli…

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