Copper Hits Three-Year High as China Cuts Back

The video discusses China's demand for iron ore and copper, highlighting the sensitivity of these metals to the construction sector. It examines trade patterns and the impact of metal purity on trade between South America, Australia, and China. The video also analyzes the performance of energy stocks, noting their underperformance compared to oil prices and the S&P. It suggests potential investment strategies in energy stocks, including exploration, production, and service companies, as the market anticipates a rebound in 2018.

What factors influence the sensitivity of copper and iron ore to construction levels in China?

How do trade patterns between South America and Australia affect the demand for higher grade ores?

What adjustments are necessary for maintaining stable growth rates in the construction sector?

In what ways are energy stocks expected to perform in the upcoming year according to the discussion?

What are the potential investment strategies mentioned for energy stocks moving into 2018?