Copper miners stand to benefit as electrification of everything requires huge amounts of copper, and a supply crunch is imminent. 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 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 is one of the clearest trades over the next three years because supply is worse than most realize while AI accelerates demand. Chile, about a quarter of global production, just hit a nine-year production low, and copper miners have held up far better than silver and gold. Deutsche Bank forecasts copper soaring 50% to $22,050 a ton. x.com 

Copper will follow the AI trade lower, making it a good catch-up short. 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 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

Freeport-McMoRan and Southern Copper own the real AI bottleneck, copper, a link almost no one is pricing yet. AI data centers are wrapped in copper wire, EVs need 2-3x the copper of gas cars, and every grid upgrade needs it; per S&P Global, demand nearly doubles by 2035. Supply can't respond fast: a US mine takes 29 years from discovery to production, and only three major US mines have opened since 2002. Freeport is the liquid bellwether; Southern Copper is the lowest-cost producer. x.com  x.com  … Show more