Simon Hunt: A False Start in Commodities, Escalation of War, and Copper's Concentrate Problem
This morning, Trevor connected with Simon Hunt of Simon Hunt Strategic Services. The premise of the conversation was to discuss the current copper market and China's involvement with the spot price. We do discuss this, including some of the latest news out of China's smelting capacity. But the conversation also provides a backdrop of geopolitical escalations with both Russia and Israel. These dynamics could have very powerful headwinds for the commodities complex, which Simon believes is getting ahead of itself at the current moment.
The skinny
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