Loading ...Re BHP etc
Spoke to analyst over the weekend…….and the word is that metal miners are gonna keep pouring out huge earnings tks to electrification needs, that will drive demand for many metals, particularly copper….they expect to rewire the entire Grid !!!! this is from a mid thirties major believer in Net Zero etc….so the Divi is safe in their eyes, price shud increase to cut divi, but earnings will also increase.
Plus in my view even if Net Zero dies, that will boost the economies massively, so again they will be ok.