We have been asked by a number of clients about our view on how the current concerns over trade wars affect our long-term view on the copper market. We decided to share some of our views on this theme with our wider readership. Broadly, the base metals have entered a new bull market some might even say a new supercycle. It will run well into the 2020s. Whereas the last supercycle was driven by Chinas urbanisation and industrialisation, this one is being driven by electrification, specifically the massive, synchronised support across government, industry and consumers for shifting away from the internal combustion engine (ICE) to electric vehicles (EVs)....
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