Copper headlines dominate recent news, with new U.S. tariffs and Chinese smelters waiving fees. Also oil remains rangebound with US rig counts decreasing but not overall production

Matt Badiali and Cory Fleck dive into:

• The implications of 50% copper import tariffs and why U.S. consumption may take a hit

• Chinese smelters processing concentrate for free - a sign of desperation or strategic play?

• Copper’s long-term supply deficit and the search for substitutes

• Financing trends and challenges in the junior exploration space

• Why the oil patch isn’t drilling - and how rig declines haven’t slowed production

• The role of governments: growing support, still too slow
  

We close with why this could be the best commodity bull cycle in a generation.

Keep in touch with Matt and I through email at resourcerundown@gmail.com.