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Dear Fellow Investor,
Copper Still Offers Substantial Upside Opportunity for These Stocks
Despite recent market noise, one thing is becoming increasingly clear: Copper is no longer just a cyclical metal. It's a structural growth story—and savvy investors are beginning to notice.
Whether it’s being driven by AI data centers, electric vehicles, grid upgrades, or the clean energy transition, demand for copper is rising fast—and supply is struggling to keep up.
And that makes now a potentially pivotal time to look into copper-related stocks and ETFs.
Why Copper Demand Is Set to Explode
According to BHP, one of the largest mining companies in the world, copper demand is expected to rise by 70% between 2021 and 2050.
Why?
Because copper is essential to:
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Electric vehicle production
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Data center expansion, especially those supporting artificial intelligence
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Power grid upgrades
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Renewable energy buildouts (solar, wind, batteries)
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Smart infrastructure and global digitization
And it’s not just long-term projections fueling this rally.
In the short term, copper prices have been pushed higher by:
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Falling global copper inventories
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Historic backwardation, a condition where spot copper prices are higher than futures—signaling tight current supply
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Geopolitical risk, including potential U.S. tariffs on imported metals
According to BloombergNEF, the copper industry will need to invest up to $1.2 trillion over the next 25 years just to meet growing demand.
AI Data Centers Are Quietly Creating a Copper Boom
One of the biggest under-the-radar stories? Artificial Intelligence data centers.
BHP estimates that copper demand from data centers could grow six-fold by 2050—from around 500,000 tonnes per year today to 3 million tonnes annually.
To put that into perspective, this additional copper demand would be equal to the combined yearly output of the four largest copper mines on Earth.
AI may be grabbing headlines with Nvidia and chips—but copper is the quiet backbone powering the infrastructure behind it all.
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Company: Freeport-McMoRan (SYM: FCX)
Freeport-McMoRan (SYM: FCX) is one of the largest publicly traded copper producers in the world. And its assets span the U.S., South America, and Indonesia—some of the most resource-rich copper regions on the planet.
After bottoming out around $28 in April, shares of FCX have since rebounded to $45.79. And analysts believe there’s still significant upside ahead as copper prices continue to firm and demand ramps up.
In its most recent earnings report, Freeport leadership sounded extremely confident about the company’s future:
“Our global team delivered solid results in 2024 and we are strongly positioned for the future with high-quality, large-scale copper assets, attractive organic growth options, a successful track record, and a strong balance sheet,” said Chairman Richard Adkerson and CEO Kathleen Quirk.
They added:
“Copper’s role in the global economy is increasingly important, and Freeport is well positioned as a global industry leader.”
With copper demand expected to surge and new supply facing long permitting timelines and high capex, FCX could continue to benefit from its first-mover advantage.
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ETF: Global X Copper Miners ETF (SYM: COPX)
If you’re looking for diversified copper exposure, the Global X Copper Miners ETF (SYM: COPX) is another strong option.
With an expense ratio of 0.65%, COPX holds about 40 companies involved in copper mining and production, including:
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Freeport-McMoRan
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BHP Group
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Southern Copper
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Glencore
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Ero Copper
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Taseko Mines
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Lundin Mining, and more
This ETF gives investors broad exposure to the copper supply chain and reduces the risk of investing in just a single mining operation. As copper prices rise, miners across the board stand to benefit, which makes ETFs like COPX a compelling play.
It’s also worth noting that as copper becomes a strategic asset for energy transition and AI development, COPX may increasingly attract institutional money flows looking for a simple way to tap into the theme.
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Are there any other copper stocks or ETFs you're buying right now? Which ones? What other sectors of the market do you think are on their way up? Hit "reply" to this email and let us know your thoughts!
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