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  16. [verwijderd] 6 maart 2024 08:12

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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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