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22.08.26 - 02:42
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Mobility Data Flashes Warning Sign Along Pakistan′s Iran-Linked Copper-Corridor (ZeroHedge)
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Mobility Data Flashes Warning Sign Along Pakistan's Iran-Linked Copper-Corridor
AI-powered geospatial data platform xMap's data scientist, Dana Harrison, asked in a LinkedIn post: "Can Mobility Data Spot Commodity Supply Risk Before the Market Does?"
Harrison used location data from points of interest and human mobility data to focus on what she says are "changes in human movement" over recent months along Pakistan's Chagai copper-gold corridor, home to Saindak and the massive Reko Diq development, which is located near the Iranian border.
Harrison continued:
On this episode of The Reckless Rabithole, I noodled around with xMap mobility data along Pakistan's Chagai copper-gold corridor, home to Saindak and the massive Reko Diq development.
During a period of growing security and logistics disruptions, mobility in Nushki and Dalbandin began to diverge materially from comparable locations elsewhere in Balochistan, with both ending July roughly 20 index points below the re...
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19.08.26 - 11:18
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Copper′s Upward Trend Can Continue, BlackRock Says (Bloomberg)
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"The trend is very much your friend," says Evy Hambro, head of fundamental equities thematic and sector investing at BlackRock, when asked about the rise in copper prices. "We are seeing a very tight market," he tells Bloomberg Television. "It's very easy to say: well, okay, it's gone up a lot and we should ignore it, and it's too late. The reality is, if you've done that you've missed out." (Source: Bloomberg)...
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