This is not hype. Since 2027, the world will face a copper shortage — and it won't go away. The situation is worsening until 2050. Demand is rising. Supply is stuck. And this imbalance is permanent. There will be no new mines. It takes 17-20 years to approve and build one. Even if we find a huge deposit today, it won't matter until the 2040s. In the meantime, the quality of the ore continues to decline. Mining is becoming harder, slower, and more expensive. Moreover, AI is changing everything. AI requires insane amounts of energy, cooling, and wiring. Data centers are scaling up rapidly, and the network cannot handle this without massive amounts of copper. Add electric vehicles, renewable energy sources, and global electrification — and we are trying to rebuild the global energy system with metal that has not yet been mined. When the pressure reaches its limit, copper will not just be "industrial". It will become strategic. Companies will not buy it for margin — they will buy it just to keep operating. I am taking a position in advance before this becomes obvious. At today's prices, copper feels like a gift. Most people will ignore this. They usually do. And later, they generally regret it.
