1 Pager: Copper is the new oil
Goldman Sachs argues persuasively that there is shortage in copper
Hello ConsultantsMind readers,
School is ramping up, so I've been creating 1 pagers instead of blog posts.
This one is on a copper.
The story goes like this: 1) As we transition away from fossil fuels to renewable sources of energy, we will need the tools to convert, store, and transmit this energy. 2) This creates demand for a new set of "strategically valuable resources" 3) This includes metals, such as copper. 4) Really? Copper? Yes, copper.
See the 1 pager below that highlights that main points from Green Metals: Copper is the New Oil, Goldman Sachs, April 2021, 31 pages.
All feedback welcome. Keep doing good work everyone.