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Ivanhoe Mines: Strong Growth Prospects, But With Shares Sideways (IVPAF)

Ivanhoe Mines: Strong Growth Prospects, But With Shares Sideways (IVPAF)
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New copper supply offset by multiple hits to existing operations

Copper prices not high enough to incentivise new supply

Bank warns of "hard capital allocation decisions" to come

Copper prices near 6-month low as supply tightens, China demand remains uneven

This tightness in supply has been further accentuated by inventories reaching below 60,000 tonnes on the London Metal Exchange (LME), the lowest level seen since 2005.

Goldman Sachs Says the Reduction in Global Copper Inventories Will Trigger A Supply Shock_SMM

SHANGHAI, Apr 7 (SMM) - Goldman Sachs predicts that copper is unwittingly heading for inventory depletion, and while price action remains modest, fundamentals are tightening.

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