With a structural supply deficit are we entering the ‘Copper Age’? Where are the best mining investment opportunities in copper to meet demand? Existing tier discoveries or untapped exploration opportunities. Issues discussed include: • What are some of the possible demand scenarios over the next 10 years? On the supply side, what is happening to meet evolving demand; are there viable substitutes or copper and are there any potential technology game-changers in copper extraction? • Copper has traditionally flattered to deceive as a base metal. In view of this, is it different this time around? • A closer look at China’s demand fundamentals • What will be the impact of copper recycling on demand? • What are the differences in investment opportunity and exposure to copper via the majors, mid-tier copper specialists, juniors and ETFs and the associated upside and downside risks involved. • Are particular types of deposit and jurisdiction better suited to either majors or juniors and what sort of deposit / jurisdiction combinations operating approaches by majors and juniors should investors look for or avoid? • In view of the discussion of types of possible copper investment company, types of deposit and jurisdiction, briefly, where should investors focus lie and why?
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