Copper Supply: A Train Wreck | Teo Dechev
Copper demand is going to outstrip supply, says Teo Dechev, CEO of Mundoro Capital. Even without more EVs & electrification, copper supply will be tight, she notes. With electrification, the upcoming supply/demand imbalance is "almost like a slow moving train wreck," she says and explains why Mundoro Capital is uniquely positioned to benefit in the coming years.
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Mundoro Capital's Website & Stock info:
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INTERVIEW TIMELINE:
0:00 Intro
0:32 Mundoro Capital update
6:00 Owning stocks vs metals
9:03 Copper opportunity
13:35 Mundoro's partners
16:25 Projects
21:20 Mundoro contacts
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