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zo'n 9 jaar geleden eerste aandelen Ivanhoe gekocht,toen waren t alleen gaten in de grond:-)
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twitter.com/robert_ivanhoe

Supply disruptions and increasing smelting capacity drove spot #copper treatment charges/refining charges to historical lows, with the market yet to see stabilization.
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oilprice.com/Energy/Energy-General/Th...

The Renewable Revolution’s $3 Trillion Problem

giga copper vraag dus.

En Ivanhoe heeft de beste assets terwereld voor de komende30 jaar zowiezo.
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Robert Friedland
@robert_ivanhoe
New from RBC: #Copper concentrate treatment charges are currently down -73% YTD driven by limited available concentrate for Chinese smelters. Some Chinese smelters reportedly have very low inventories of concentrate and are at risk of suspending production without an increase in concentrate by May. We see it as a matter of time before the concentrate shortage flows through to a refined metal shortage (we forecast >200Kt deficit in 2024) which supports our view of copper prices rallying to $4.25/lb this year.
7:37 PM · Mar 5, 2024
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