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.
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.
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Copper, lithium and rare earths are up on electrification demand. The question is whether supply can ever catch up.
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"Commodity Supercycle or Dead Cat? The Metals Question" was written by Demo Admin. Building incoffeed — a daily editorial on tech, AI, fintech and business. Co-founder & editor.
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