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Strategies & Market Trends : Technology Stocks & Market Talk With Don Wolanchuk -- Ignore unavailable to you. Want to Upgrade?

To: Winfastorlose who wrote (188157)	3/26/2023 10:54:48 PM
From: robert b furman	4 Recommendations Recommended By DrO roguedolphin toccodolce Winfastorlose Respond to of 206880

Hi Win, Great question. I'm not sure Copper has any source rock like oil does. Shale will peak in another 5 -7 years. Bakken and Eagle Ford already have If they drill smart Permian will in 5 y-7 years as well. So too have two big gas fields Haynesville and Barnett, with Marcellus still growing. Copper is South America and the Gulf of Mexico and Guyana and Suriname being developed as low cost deep water crude. Brazil's not low cost but has it. With all the money chasing photons into electrons , my bet is copper. Glencore will probably tell Joe the same thing the Saudi's did. We like it in low supply and expensive. Bob