Rich Peter
Investor, Crypto, US Stocks & High-Dividend ETFs
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.comÂ
Copper miners stand to benefit as electrification of everything requires huge amounts of copper, and a supply crunch is imminent. x.comÂ
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 miners stand to benefit from a massive undersupply of copper right now, making the copper miners ETF a candidate for selling puts. x.comÂ
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.comÂ
An early AI buildout, healthcare data, tokenized finance and copper's clearest supply-demand imbalance favor a 15-stock growth basket now. Marvell, Applied Optoelectronics, Nebius, Eli Lilly, Tempus, Ouster, Regal Rexnord, Bloom Energy, Fluence, SpaceX, Brazil's EWZ ETF, Nu Holdings, Coinbase, Securitize and the COPX copper-miners ETF are the picks. Keep Fluence smaller; SpaceX stays bullish long term despite rejecting $500B-$1T ARR in 2027. x.comÂ
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.comÂ
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.comÂ
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.comÂ
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
Copper will follow the AI trade lower, making it a good catch-up short. x.comÂ
