The demand for copper is exploding.
AI. EVs. Energy. Robotics. Defense. All require copper. A lot of it.
Supply simply cannot keep up and it takes decades to ramp up new mining projects.
These are the key players:
$Trilogy Metals(TMQ)$ $Taseko Mines(TGB)$ $Southern Copper Corp(SCCO)$ $HudBay Minerals(HBM)$ $Ivanhoe Electric Inc.(IE)$ $Freeport-McMoRan(FCX)$ $Ero Copper(ERO)$ $Caledonia Mining Corporation Plc(CMCL)$ $Global X Copper Miners ETF(COPX)$
The copper supercycle is coming.
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