GoRozen Q4 key #COPPER pts - starting with their concluding sentence I say to myself every.single.day:
"We find it fascinating that investors are paying no attention to base metals inventories that have reached record lows." 👀
THREAD 1/5
#COM if you're not long copper...
"We find it fascinating that investors are paying no attention to base metals inventories that have reached record lows." 👀
THREAD 1/5
#COM if you're not long copper...
🚨In global base metal markets WE ARE WELL PAST THE FORMER TIGHTNESS EXPERIENCED IN 2005 - 2006 📢
'Given the strength of global supply/demand constraints, it's only a matter of time before shortages reach detectable levels 🔜tremendous upward price pressure'
'Given the strength of global supply/demand constraints, it's only a matter of time before shortages reach detectable levels 🔜tremendous upward price pressure'
For those crying recession:
"Investors are missing the vast new sources of demand now embedded in international base metals demand figures"
S&P Global's Copper paper warned of unprecedented shortage - "we believe the 'pessimistic' copper outlook is still too optimistic" 👀
"Investors are missing the vast new sources of demand now embedded in international base metals demand figures"
S&P Global's Copper paper warned of unprecedented shortage - "we believe the 'pessimistic' copper outlook is still too optimistic" 👀
Given inventory of exchange copper has reached record low levels of 1990/2005 & we are only now seeing the structural gap between supply/demand,
"we believe COPPER will become the 1st base metals market to display severe shortage characteristics."
/END
"we believe COPPER will become the 1st base metals market to display severe shortage characteristics."
/END
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