🚨 COPPER ISN’T EXPENSIVE — IT’S STRUCTURALLY MISPRICED ⚡

Let me say this plainly.

People keep asking if copper is “too high.”

That question assumes supply can respond.

It can’t.

If copper ever trades at its true clearing price, this won’t feel like a smart trade — it will feel obvious in hindsight.

🔧 The Real Issue: Supply

A structural copper deficit is expected to start around 2027 and last deep into 2050.

Almost no new Tier-1 mines are coming.

Permitting and building new mines takes 17–20 years.

Even a discovery today won’t matter until the 2040s.

Ore grades are falling — we dig more, get less.

📈 The Demand Shock

Copper demand isn’t slowing — it’s changing:

AI data centers are creating a power-density shock: massive electricity, liquid cooling, and grid upgrades — all copper-intensive. ⚡

Data center capacity is projected to 10× by 2040. Old grids can’t handle that.

Energy transition: EVs use ~3× more copper than gas cars. Solar and wind absorb huge amounts of metal.

We’re rebuilding the global energy system without the copper supply to support it.

⚠️ What This Means

When the squeeze hits in the late 2020s, copper won’t trade like an industrial input anymore.

It becomes strategic.

Companies won’t negotiate price — they’ll secure supply.

Copper today doesn’t look exciting.

That’s usually how structural repricings begin.

#Copper #CriticalMetals #EVs #AIInfrastructure #EnergyTransition #MarketPressure #BinanceSquareCreatorA