Matt Badiali, Editor of The New Energy Investor published under Mangrove Investor, joins us to share his thoughts on the copper price pullback and what fundamental data around supply and demand to trust. 

The conversation explores whether this decline presents a buying opportunity or signals the end of the copper market run since 2016. Topics include supply and demand dynamics, the potential for further M&A post US$1.6billion Filo deal, the role of government in stabilizing the market, and investment strategies in copper, such as buying individual stocks vs ETFs. Matt shares his insights on the cyclical nature of commodities and his approach to long-term investment in major mining companies. He emphasizes the importance of understanding macroeconomic trends and anecdotal evidence when making investment decisions.

Click here to visit the Mangrove Investor website to follow along with what Matt is writing.