THE COMING COPPER CRUNCH
“…With the current growth rate in demand for copper running at over 400,000 tons annually, even assuming all capacity is brought on line, within 3 to 4 years available supply will not be able to meet world demand. Why the looming imbalance? As is so often the case these days, look to China and India, where the rush to build the infrastructure necessary to sustain economic growth is soaking up commodities on a global scale. It is a very good time to start paying attention to copper…”
March 2, 2004