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Copper And The Energy Transition: A Premature Bet

by Roukaya Ibrahim, Chief Strategist   Qingyun Xu, Associate Editor   Ashwin Shyam, Strategist  

The green energy transition will drive a surge in copper demand over a long-term horizon. However, a better entry point to get long will emerge after the next economic downturn begins.

BCAリサーチ | Commodity & Energy Strategy

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