Copper Supply Gap Favors Ready-to-Build Projects, Says Jeff Pontius

Exploration geologist Jeff Pontius stated that the coming copper supply gap will increase value for projects with existing infrastructure, clearer permitting and a realistic production path. He stressed the preference for advanced copper developments where permitting questions have solutions and noted the long timelines to define, permit and build such mines. Pontius highlighted AngloGold Ashanti’s Quebradona project in Colombia as a potential gap filler if permitting proceeds at the desired pace.