The copper supply gap by 2030 is not a forecast. It is arithmetic.
Known reserves. Current extraction rates. Mine development timelines. EV production targets. Grid expansion spending.
Run the numbers and the deficit is not a possibility. It is a certainty that cannot be solved by price signals alone because new mines take a decade to build regardless of what copper costs.
The market will price this. The only question is whether you are positioned before or after it does.