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Gold/Mining/Energy : Coal
COAL 22.78+1.9%Oct 31 5:00 PM EST

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To: The Barracuda™ who wrote (1907)9/30/2024 6:34:08 AM
From: The Barracuda™   of 2027
 
He's yaking about copper but this has spill over implication for coal

"If you look at the demand that
is coming from data centers
and related to that from AI,
that growth has suddenly
exploded. [An extra one
million tonnes per annum
deficit is] on top of what we
have as 4-5 million tonne
deficit gap by 2030”


— Saad Rahim, chief economist
at Trafigura
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