Benjamin Cox discusses Molybdenum supply and it’s link to copper demand. Benjamin contends that due to moly demand being dictated by factors such as fracking and high tensile steel and moly supply being purely a by-product of copper, that supply will rarely meet demand. Benjamin thinks that since copper demand will outgrow moly demand over the next 10 years, that the moly market will stay structurally over-supplied. Benjamin finishes by discussing the key bets you are actually making while investing in molybdenum.
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