🚨 If copper ever trades at its real value, I’m set for life.

This isn’t hype.

Starting around 2027, the world runs into a copper shortage —

and it doesn’t resolve.

It intensifies all the way into 2050.

Demand is accelerating.

Supply is frozen.

That imbalance is structural.

• No meaningful new mines coming online

• It takes 17–20 years to permit and build a mine

• Even a major discovery today wouldn’t matter until the 2040s

• Ore grades are declining — mining is harder, slower, and more expensive

Then comes the wildcard: AI.

AI requires massive power, cooling, and wiring.

Data centers are scaling at a pace the grid wasn’t designed for —

and rebuilding that grid means huge amounts of copper.

Add EVs.

Add renewables.

Add global electrification.

We’re attempting to rebuild the world’s energy and data infrastructure

with metal that hasn’t been mined yet.

When the squeeze hits, copper stops being “industrial.”

It becomes strategic.

Companies won’t buy it for margins —

they’ll buy it just to stay operational.

That’s why I’m positioning early,

before this becomes obvious.

At today’s prices, copper feels like a gift.

Most people will ignore this.

They usually do.

And later —

they usually regret it.