Are acute metals supply shortages on the horizon?
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Report summary
In this recorded discussion with accompanying slides, we address the potential for supply shortages in base metals and gold, and what will be required to fill these gaps both from a financial and tonnage perspective. We also discuss the timing aspect, and given the lead time for greenfield projects, the need to respond soon in order to avoid large price increases. Will miners respond to the imminent deficits and what will it cost?
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