Clive mentioned that the Trump build program will hit in 2018 just as copper runs into a multi-year deficit (it is balanced in 2016-7) but, if anything, this pending shortfall is being "dragged forward". He also stated in the lithium conversation that the issue facing Govs in their EV infrastructural support build-out is that "the biggest bottleneck they face is not being able to get enough copper out of the ground for all this"............

 As you know, his favourite metal is zinc and when I asked how he would play that he mentioned Boliden, (approx 45% zinc / 55% copper). Boliden absorbed Outokumpu in 2003 to create, I believe, the 4th largest zinc company in the world (at a time when I was visiting both companies for our on-line bulk shipping logistics management system). 

David Fuller's view

Thanks for this follow-up.  You certainly know more about these companies than I do, but looking at this chart of Boliden, I think it is at least temporarily very overbought after this year’s move from an oversold decline to Swedish Krona 100 to a high this week of 252.30.  You can keep an eye on it in the Chart Library and I think it would look more timely following the next shakeout which probably moves temporarily below the rising 200-day (40-week) MA.