Xynx

Copper stocks are going to go crazy in the coming years. Good Copper Juniors are going to 10X easily. S&P Global Vice Chairman Daniel Yergin: "We'll need 50% more copper than we have today." Honestly, you don't need to be a genius to work out that without a lot more Copper, we can't have things like AI, Autonomous Vehicles, Rockets or Robotics. If you're bullish these sectors you must be bullish Copper.

The easy copper is gone. The time from discovery to production keeps stretching: - 2005-2009: ~12.7 years - 2020-2023: ~17.9 years That’s a 40% increase in lead times. Longer timelines mean: - Higher capital costs - More risk - Slower supply response The copper bull market is just getting started

JUST IN: 🇺🇸 U.S. builds largest copper inventory in over 30 years (590,000 short tons).

If you like tech... You should probably pay attention to Copper

Copper deficits are projected to persist for 25 years. - We are barely investing in new mine exploration - When we do, it takes ~18 years to bring new copper production online - By 2050, deficits are expected to reach ~80% of current production This is fundamentally a time problem. Even when we throw endless money at producing new copper, we cannot compress the timelines. Copper’s supply-demand model is broken.

The king of Copper Robert Friedland: "We've mined 700 million tonnes since 4000 BC and at the current rate we need to mine 700 million tonnes in the next 18 years alone.... The demand for Copper is insane and the miners are going to hold up the whole world trying to find it."

Copper to drop back to $5/lb according to Goldman Sachs. I think so too, once the copper hoarding stops.

🔋🔋COPPER SILVER LITHIUM This critical commodities cycle is going to be epic. $COPX $LIT $SIL $SILJ $BATT $IBAT

One of the most successful mining investors, Frank Giustra, is very bullish on Copper. "The only thing that's going to fix the Copper shortage is a higher price. as we all know in the mining business it could take up to two decades get into production." Got copper?

Copper deficits are increasing. By 2040, demand is set to jump by around 9 million tonnes, while supply is expected to drop by about 1 million tonnes...a shortfall of roughly 10 million tonnes. Our Kamoa-Kakula Copper Complex in the DRC is the fastest growing, highest-grade and greenest major copper mine on the planet. Once fully ramped up, it will help supply the copper the world desperately needs.

We have entered the age of copper. - EVs use ~4× more copper than internal combustion vehicles - AI data centers require ~6× more copper than traditional data centers - The EU’s electrical grid expansion is projected to increase ~75× Copper demand is surging, while supply remains disappointing.

Copper deficits are increasing. By 2040: - Copper demand surges to ~9 Mt - Copper supply is expected to fall by ~1 Mt - Leading to a ~10 Mt copper deficit Copper prices are set to rise even further.

What happens when a commodity experiences a decline in supply of 7%, while the demand will grow by 50%? A massive bull market incoming for Copper.