Perspectives from the Toto Finance team on copper, commodity markets and why physical assets are moving on-chain. For sourced reference material, see Research.
The letter did not disappear when email arrived. It stopped being how most communication happened. Physical commodities will not disappear either. The paper that records who owns them will.
Demand for copper is arriving on a timescale of years. New supply arrives on a timescale of decades. The gap in between is the copper crunch, and it is a financing and infrastructure problem before it is a geology problem.
Toto Finance Research covers tokenized copper, commodity tokenization, critical minerals and mine financing with primary sources.