Global living standards are on the rise. People around the world are gaining access to reliable electricity for the first time. Others demand more kilowatt-hours. And new applications like AI data centers bring new country-sized demand to the market.
Regardless of how it’s sourced, electrification of the world continues—and that takes more copper.
Nothing seriously threatens to replace copper. (Aluminum is cheaper, but not as good—or even as safe—as copper for its main uses.) There are, however, serious problems with copper supply. That’s music to the ears of any savvy speculator.
To explain and support our bullish case for copper, we’ve written a special report covering the most important aspects of the market:
- A breakdown of copper supply and demand.
- How Dr. Copper got a PhD in economics.
- The four stages of a commodity supercycle (and where we are right now).
- Inflation vs copper, a historical analysis.
- How electric (and hybrid) vehicles and artificial intelligence will likely impact copper markets.
- Identifying the catalysts behind four different commodity supercycles.
- Understanding China’s role in the copper market.
- What’s behind the wild swing in smelting prices.
- The shockingly slow timetable for mine production in four key jurisdictions.
- The worrisome path ahead for Chile (the world’s leading copper producer).
- Why we’re not ready to buy just yet, but expect to do so soon—with gusto.
To download your free copy of our special report, just enter your email in the box above.
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Note: we’re very bullish on copper going forward but not ready to buy just yet. Subscribers to the Speculator’s Digest are constantly updated on our take on this market and will be told when we think it’s time to start buying.
Regardless, we hope you find our free report useful.
Sincerely,
