Commodity Supercycle or Dead Cat? The Metals Question
Copper, lithium and rare earths are up on electrification demand. The question is whether supply can ever catch up.
0 reactions · anonymous
Structural demand meets geological lag
Every megawatt of new renewables and every EV battery pulls copper, lithium and rare earths out of the ground. Mine development cycles run a decade, so the price signal is real.
But every commodity bull market overshoots into substitution — and efficiency gains historically erase a third of forecast demand.
Building incoffeed — a daily editorial on tech, AI, fintech and business. Co-founder & editor.
Discussion
0// No comments yet — be the first to start the discussion.
