Look at China. Look at India. These two countries are going to be two of the biggest commodities consumers in the world in the future.

Everyone is betting for them to keep the train going. The slow landing in China is forcing a lot of investors to hold back their money hence the decrease in JR fundings.

Once clarity is here, people would be back to business as usual.

The thing I like CUU is that we should not trade depending on how China is. The first pound of copper going to China from Schaft Creek would still be years away.

CUU is trading on how Teck is going to strageically be in the next decade. Whether they want to take on this massive deposit or not. For now, it looks like everything is pointing towards yes.