Maureen O'Mahoney retweetledi

Geopolitics is now a direct input cost to metals.
@IvanhoeMines_ ’ @robert_ivanhoe flags a second-order shock: a Strait of Hormuz disruption 🚢 + China acid export ban 🇨🇳 = tightening sulphuric acid markets—the backbone of oxide copper production.
Bottom line: ~20% of global copper faces cost inflation & supply risk.
Integrated producers with captive acid capacity gain a structural edge.
#Copper #SupplyChains #NowIsTheTime
@northernminer article: northernminer.com/news/prolonged…

English




