Copper miners have a long-term supply case because major copper discoveries have dried up. The world will face a very large copper imbalance as the years pass. x.com 

Copper miners stand to gain as the massive AI infrastructure buildout drives copper demand sharply higher through 2027, continuously pushing prices up; now is an excellent buying opportunity. LME copper topped $14,000/ton and COMEX $6.65/lb on rebounding Chinese demand, tight Middle East sulfur supply and AI data-center power needs. A 350,000-ton global shortfall is projected for 2026, and miners offer 2-3x leverage to copper price moves. x.com 

Copper miners should catch up to copper once oil comes down and logistics chains reopen. Supply pressure plus AI demand have created a perfect storm that pushed copper to new all-time highs. The pattern target is 115, with 92 as the breakout line. x.com 

Copper prices will have to rise as demand is expected to grow significantly over the coming decade and global supply is expected to be 70% short by 2040. Per Chamath, copper is set to go absolutely parabolic as the most useful, cheap conductive material, used in data centers, chips and weapons. It is also a great macro hedge right now and a favorite long-term safe-haven pick, with ETFs preferred and COPX the current favorite. A reply warns full LME warehouses could bring a correction. x.com  … Show more

Copper is a forgotten bottleneck of AI and is breaking out, which sets up copper miners to run. The names include giants Freeport-McMoRan, Southern Copper and Teck; growth producers Hudbay, Ero Copper and Lundin Mining; next-generation developers Ivanhoe Mines and NGEx Minerals; high-beta Taseko Mines; and the Global X Copper Miners ETF. x.com 

Copper hit its highest recorded price in August, and supply cannot answer quickly because a new mine takes twelve to fifteen years, if drilling, permits and governments cooperate. The investment case is the gap between demand rising from about 28M tonnes today to 42M by 2040 and supply stalling around 2030. Two of the four demand engines, the AI build-out and electrification, also drive the tech trade, so bulls on data centres cannot be indifferent to the metal that wires them. x.com  x.com 

A copper super-cycle is coming because demand is exploding while supply shrinks. S&P Global says supply will decline 7% between 2025 and 2040 while demand grows 50%, and Bloomberg expects demand to grow 40% by 2050, driven by the energy transition, the AI buildout and robots. No new supply is coming over the next decade. Per the Kobeissi Letter, copper futures have hit a record high, up 22% this year and over 70% since January 2025. x.com  x.com 

Copper miners stand to benefit from a massive undersupply of copper right now, making the copper miners ETF a candidate for selling puts. x.com 

Record copper import premiums signal imminent supply shortages. @robert_ivanhoe reports that the Yangshan premium broke its record, indicating scarce near-term supply in China. An Ivan Bebek chart using International Copper Study Group data shows preliminary global mine output down 1% year on year in January-July 2026, after eight straight years of growth. x.com  x.com 

Copper miners look attractive because copper could quickly double and become a true AI supply-chain bottleneck, though the trade is fairly consensus. Per a quoted thread on S&P Global data, tier-1 discoveries fell from 714.8Mt in the 1990s to 8.7Mt over 2020-2025 despite exploration spending above $3 billion a year. A mix of explorers and producers works best: Hudbay and Taseko for US assets, Ero as cheap, Solaris as built for a sale, plus Glencore, Teck, Southern Copper and Freeport. x.com  … Show more