Gregory a.k.a. “The man in the arena”

🚨 COPPER IS TURNING INTO ONE OF THE BIGGEST RESOURCE TRADES OF THE DECADE Copper is trading around $14,400/tonne, after LME cash copper recently touched a record $14,912/t. That is not happening in a vacuum. Supply disruptions, tariff-driven inventory shifts and long-term demand from AI, grids, EVs and data centers are all tightening the narrative. The long-term numbers are even bigger: IEA: potential 25% copper supply gap by 2035. S&P Global: demand could rise from 28.3Mt in 2025 to 42.4Mt by 2040, with a possible 10.1Mt annual shortfall. BHP: global copper demand could grow from roughly 34Mt in 2026 to 50Mt+ by 2050, while data-center demand alone could approach 3Mt/year. That is why I am watching the entire copper chain: $BHP - global heavyweight with major copper growth plans. $FCX - direct large-scale copper exposure and one of the key names when supply gets tight. $SCCO - major Peru and Mexico producer with huge leverage to copper prices. $RIO - Oyu Tolgoi gives it one of the sector biggest long-term growth assets. $GLEN - diversified mining giant with meaningful copper exposure NRED - the speculative explorer angle, advancing Wilmac in British Columbia with surface values up to 1.67% Cu, a modeled 42-hectare chargeability target, and multiple untested exploration zones The majors are about today supply NRED is about the part of the cycle traders often overlook: where tomorrow copper could come from. When demand is accelerating, mine development can take roughly 17 years, and existing ore grades are declining, new credible exploration targets become strategically more important Copper is no longer just an EV trade. It is AI + DATA CENTERS + POWER GRIDS + ELECTRIFICATION + SUPPLY SECURITY That is why this sector stays high on my watchlist

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