Copper Predictions

[26:24] We have copper by 2030 rising, doubling in price, $28,000 by 2030.

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[9:27] the impact long term for copper is very good. It's, you know, the whole electrification story.

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[24:53] We've had a 50% increase in copper over the last 12 months. That has not really been reflected in the stocks yet. And even with the stocks moving higher... this is maybe just the beginning of of a big copper move.

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[11:27] I do believe silver and copper have already bottom... Its fundamentals have never gotten better than it is now.

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[9:22] Copper, you can't electrify and do all that we want without a lot more copper, but we have a shortage of copper. That's why it's over six bucks. It could easily go 8, 9, 10 dollars over the next couple of years.

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[8:16] The implications are the copper price is going to go a lot higher because you need a lot of copper for these data centers.

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[11:16] So copper is on my above six you showed right there is on my potentially prudent short list because it is stuck.

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[24:07] And and interestingly enough um if you think of copper or even silver, those are almost in in my view over the next 5 years more predictable in the sense that they are you know they're not being produced at the level that we we need them. There's already a shortfall.

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[20:50] If we started looking for copper today, in my experience, as an example, grassroots exploration on a district scale takes a decade to pay off. We're talking about a circumstance where we meaningfully increase supply from frontier areas 15 or 20 years from where we push the start button.

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[18:48] I think that we're going to have to mine more copper over the next 30 years, not 15, 30 years than we've mined in all recorded history.

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[22:45] At the same time that demand is increasing at 2 and a half or 3% compounded a year, production is falling up between one and one and a half% a year. So the gap gets fatter and fatter and fatter.

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[31:03] When we ration by price, I say when, not if, society will find a way to save itself. Money is made by when the whole herd gets attracted to copper at 12 or $15.

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[0:30] sooner or later it's going to really break free

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[32:12] in closing as you said like I'm I'm bullish gold I'm bullish silver. I'm bullish copper as well. All mid to long-term

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[32:54] Robert was telling me that with the projected demand for data centers that we will consume more copper in the next 15 years than we've consumed in the history of humankind.

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[38:43] So, the price is going to gap up at some point into the, you know, when the phase change happens. And so today's price, even though it's an all-time record, is going to seem, you know, pathetically cheap, cheaper than dirt.

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[28:57] copper I think is going to move this year. I think this is going to be the year you really see copper make a material move similar to kind of what gold did or gold started to do back in 2024.

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[28:12] I think copper is about to break out in a big way.

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[2:24] And the next big thing is copper. So, I'm kind of shimmying into copper and and that's done me really well, but I think it's going to it's going to do what silver and gold has done near enough or for that matter platinum and palladium. And of course, it hasn't done that yet. It's made an all-time high, but you know, it's a it's going to be comparatively low, I believe, to where it's actually going to end up in the next six or nine months or a year even or two years.

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[17:14] It'll go 3x in the next two years.

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[15:56] we follow copper and uranium closely and and basically for the same reasons supply demand issue. Uh, there's just not enough supply in the big picture for either metal going forward... when you add all these factors up, we we're very bullish on copper

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[24:46] It's not a problem that's going to be solved by increased supply over the next 5 years. It's going to be solved by higher prices. That's that's how you're going to solve this problem. Much higher prices.

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[0:04] Copper's going to do what silver just did, but it's not done it yet. It's just starting.

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[16:18] Now if I'm wrong, copper won't 5x. If I'm right, it will start to see that kicking off next year and it's going to be a one-way runaway train.

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[19:02] why is copper again my most my my top pick for 2026? It's not because I necessarily think copper will go up more than gold or silver or uranium. It's because I have the highest confidence that it will and that I think it will be substantial.

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[31:36] Copper was my favorite metal. It remains it. I think it's slow but steady higher.

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[33:48] Copper is just going to go at some point like that platinum thing... Copper is going to go nuts. Metals are going to go nuts in the next two or three years.

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[1:35] I was looking by year end to be somewhere between five and 525

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