Copper supercycle is unsustainable given China and Europe limitations, Alexander Stahel argues

Copper supercycle is unsustainable given China and Europe limitations, Alexander Stahel argues
Copper supercycle doubts over China and Europe

Alexander Stahel, Alexander Stahel of Commodity Private Equity Fund, expressed skepticism about the prospects for a copper supercycle. He argued that China is structurally too weak to support such a trend and said that Europe’s Green Deal faces practical barriers, as affordability remains a major issue.

Stahel recently described an unprecedented balance sheet recession in China, citing widespread financial deleveraging among households and companies. He has also observed that investors are uneasy with CoreWeave’s financing costs. These previous comments highlight Stahel’s ongoing focus on structural financial risks.

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