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FCXBEARISHIn depth · 4/5

Mining lead times and geopolitical bottlenecks limit metal supply

The speakers highlighted that bringing new copper supply online is hindered by extending project lead times, stringent permitting, and high operational risks in concentrated producing regions.

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NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE
FCX: Mining lead times and geopolitical bottlenecks limit metal supply · Zortix