The Coming Copper Squeeze: Miners Stand To Benefit

2026-01-27 16:02:10 ET

Introduction

Known as the “Eternal Metal,” Copper ( CPER ) is one of humanity’s oldest commonly used commodities. With each passing century, demand for it has only grown. I previously laid out my view that copper was entering a long-term bull market, driven by a structural supply-demand imbalance created by growing electrification and constrained mine supply. That thesis remains intact, with the copper price reaching record highs....

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