2024 Copper Forecast: Jay Martin, Ivan Bebek, Rick Rule and Ross Beaty
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- čas přidán 9. 02. 2024
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Holy ship this intro goes on forever. And when Ross Beatty says he's more bullish on gold and silver than copper, the host needs to ask WHY.
The way Rick takes a second in the beginning to give credit to jay martin. Rick is just a wonderful human beeing and a true Gentleman which is really rare these days.
Thank you Sir👍😁
Class act . I noticed that as well
Most informative content I’ve listened to on copper . Wonderful presentation
Rick comments at the 19 minute mark are bang on. This is a mega cycle and there will be drawdowns on the way up. no stright line BS
Really nice meeting¡¡Chile has the major reserves of copper in earth¡¡¡In my view,copper outlook remain price positive in the long term¡¡Market fundamentals say today that there is global copper supply v/s a so strong global copper demand,raising copper prices like a hedge¡¡We have lack of copper stock exchange(LME;;COMEX and SHANGAI) and if we see that global copper supply rate is falling for 6 years ,copper prices have un upward trend in the long term¡¡¡Copper moves information;;Copper moves water;;Copper moves the world today when there's a energy transition globally to a green world¡¡Copper moves money and humanity too¡¡Thank you for sharing this so intresting meeting¡¡Best..
you simply CANNOT Make electricity work without copper , OR , medicinally , copper is essential for good human health , BUT by the same tolken , what would be the number one replacement or substitute to copper?
Thank you, men!! You have all been instrumental in my success in the resource space!! I look forward to a successful next few years!!
wonderful content sir.
go ahead
Fantastic presentation. Would have liked to have heard how far short of the “copper delivery expectation” mark the sector will be compared to what the Net Zero team is expecting and planning on (poor things…)?
love this content
Great insights from industry experts! Would love to hear their thoughts on Cobre in the 2024 copper forecast. It's making waves in the market, worth checking out for future discussions!
TGB is a small copper miner building a copper mine in Florence AZ. They expect to be up and running in 2 more years.
So presumably they’re not ruffling any feathers, or it’s straight down from on a little 5 acre tenement like a traditional Cornish mine from the 1800?.., ;-)
👍
Timestamps?
What do we make of Bebek and Coppernico? Is this legit or a lifestyle co?
Good question
Who knows?
@@Timothy_Pitt The dude's reputation is over if this is not a success
@@devinbrines Copy that
Well, they had their IPO, and it's looking terrible
Why would uranium come down? I don't see where the supply comes from. I still love my by Ross, but I don't think he knows the uranium market.
In that moment I was thinking he was viewing it longer term than us. I kinda hope he’s right in that in a couple years we can deploy U profits into something still ignored like copper. That said I think you’re right he doesn’t know U fundamentals so deeply
"There is only a limited supply of uranium to respond to rising demand"
If that is your conviction, invest accordingly & good luck
I also think he's referring to long term. Eventually, it's supply and demand. Today, the supply is less than demand. Eventually, new mines come online. The supply will level Eventually
Still a good question though: what could derail a uranium bull market? I'm worried about, what happens if there is a crazy economic crash, or credit crisis. What do you think happens then my guys?
@@friendlychat34 I agree with Justin Huhn on this. I’d expect a massive pullback in equities followed by a rebound. Stock market panic can’t change U fundamentals so there might be a buying opportunity there IMO
Dart throwing contest
Arizona metals best copper play & its on sale.
What is the reason for the market not having your view?
Great choice also, I like copper Lake resources
@@Timothy_Pitt not all people are meant to end up wealthy unfortunately, they end up bag holders in companies like Nvidia.
So let me see if i understand what is being said. Copper grade is decreasing so therefore mining cost to mine per ton is increasing. At the same time, cash cow "China" is now in a depression and ain't coming back anytime soon for a number of reasons unique to China. Obviously, consolidation of the existing asian copper market and not shortages are the future for this commodity. At the same time production of goods is moving from china to mexico. I could see exploration for copper mines in mexico becoming important to locating a future copper mine but no one discussed my observation in your video.
"Copper grade is decreasing....Obviously, consolidation...not shortages are the future"
Uhm, decreasing ore grades do not imply "no shortages." Just the opposite. Only question is how fast does the bottleneck develop.
Your on powerfully drugs to believe their are shortages coming in copper over the next 5 years.
quality copper , ? can you not refine dore copper bars and MAKE it quality ?, i realize the extra cost , but i don,t belie that low grade cannot be refined onto high grade.
Yes you can at an ever increasing cost. Copper ore containing 1% copper is more profitable than 0.15% copper ore to mine. The cost to mine a ton is similar but the return is higher and more profitable at 1%.
@@andreavandekleut6379lots of variables - ore haulage costs vs copper selling cost are subject entirely different drivers.
Regardless of wars, recession, pandemics etc, long term copper will go up because it is the “energy” metal, and energy demand, especially in the form of electricity (with or without EV takeover - which will never fully occur until some black swan event) will relentlessly move up. But that’s Verrryy long term, and if you need to cash out when it’s in a down turn you’re just outta luck.
I'm have so much grade A copper. I don't like Ev's so I'm gonna hide it and not bring it to circulation
As the Western Nations lose Colonies to the BRICS Group,
where are the new sources of Minerals going to be found?
The old forms of Colonial Exploitation appear to be over.....
Yeah they already told me , it definitely bothers me , what's next
It's funny how these guys get together on podcasts to try to hype everybody up to get on the train when they are the ones flushing the market out.
Are they really doing that?
Copper is a tiny world compared to gold. Everyone knows everyone that counts.
Clapping during mass, I think it also might be some cultural differences in expression. See f.eks. some african latin rite Churches. I do believe it is possible, without abusing the liturgy. Only my thoughts.. a am not arguing, just writing out loud.
Pax!
you need to stay of the drugs 😂
@@brianwest7344 hahah!! Wrong video 😂😂 thanks for bringing that to my attention 😄
By the way loved this panel, I am excited about copper!