#CopperCrash #SupplyShock #MiningDisaster #GreenTechRisk #CommoditiesAlert #FutureSupplyChain

Transcript

00:00A single mining disaster just flipped the entire global copper market upside down.

00:04Goldman Sachs just slashed their copper supply forecast for 2025 and 2026 after a mudflow disaster hit Indonesia's Grasberg mine.

00:14We're talking about the world's second largest copper producer.

00:17Here, the damage.

00:19Around 525,000 metric tons of copper supply just vanished from global markets.

00:25Here's why that matters.

00:27The copper market was supposed to have a mild surplus next year.

00:30Now, we're looking at a deficit.

00:32And copper isn't just any metal, it's the backbone of electric vehicles, power grids and basically every green energy project on the planet.

00:41So, when supply gets crushed like this, it doesn't just affect commodity traders.

00:47It ripples to EV production lines, infrastructure projects and the entire green transition.

00:52One mine disaster, global consequences.