Copper has a new bull case—and it's coming from billionaire macro investors, not mining CEOs.Stanley Druckenmiller had once called copper "in the tightest position I have ever studied." Chamath Palihapitiya says electrification makes shortages inevitable and copper should go “parabolic.” Mining legend Robert Friedland goes further: he says investors still don't grasp the scale of the problem."You just can't own enough copper," Friedland said. "We're consuming 30 million tonnes a year… to maintain 3% GDP gro ...

Copper has a new bull case—and it's coming from billionaire macro investors, not mining CEOs.Stanley Druckenmiller had once called copper "in the tightest position I have ever studied." Chamath Palihapitiya says electrification makes shortages inevitable and copper should go “parabolic.” Mining legend Robert Friedland goes further: he says investors still don't grasp the scale of the problem."You just can't own enough copper," Friedland said. "We're consuming 30 million tonnes a year… to maintain 3% GDP gro ...

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