https://open.substack.com/pub/matein/p/the-world-has-now-entered-historys?utm_campaign=post-expanded-share&utm_medium=web

Excerpt: "Since copper supplies are mission critical for EV makers, the Defense Department and AI/data center, Silicon Valley will be scrambling to secure supplies in copper. The world’s power grid is still mired in the Belle Époque era of Thomas Alva Edison when we are in the era of EV mass production and mega data center construction budget in the hundreds of billions of dollars that can simply not materialize without reliable supplies of Cu. Something is dangerously wrong in a world where the fate of Silicon Valley, the Pentagon, the MAG-7, NVDA, TSLA and 138 Chinese EV sweatshops across the Dragon Empire are all hostage to a single copper mine located in the heart of darkness in the Congo’s Shaba province. This is a concentration risk that alone guarantees multi bagger to anyone with the research skills, industry contacts, patience and abdominal fortitude to do the right thing for his/her heirs and go long the right copper miners at the right price."

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Here is a summary of the key points: The author argues that copper is entering a historic supply shock similar to the 1973 oil crisis.