Copper’s Structural Shortage May Be Here to Stay | Colin Joudrie - Selkirk Copper
The Deep Dive May 14, 2026
Summary
Copper's current market strength is structural, driven by years of underinvestment, major mine delays, and negative TCRC levels.
Selkirk Copper is advancing the Minto mine restart with 52,000 meters of new drilling, an upcoming resource update, and a PEA.
Near-term copper developers are uniquely positioned to capitalize on a sustained supply deficit and long permitting timelines.