Copper Is Quietly Warning Us About What’s Coming Next

"the copper market grew much faster than the stock market."

"AI, for example, uses about 10 times more copper than regular internet cloud usage."

"And to continue fueling this AI would need more data centers, which help power the AI. And these data centers will need millions of tons of coppers in the coming years just to keep up."

"These seven companies alone, which have been a big driver of copper buying, make up about a third of the S&P 500."

"These seven companies, the MAG 7 are expected to have grown by around 17% in 2025, while the other 493 companies are expected to have grown by only 9% in earnings in 2025."

"the Chinese government is investing in energy in China. They're making a big bet that they're going to be the world's producer of EVs. They're going to be the world's producer of batteries, solar panels, and green energy technologies."

"In 2025, President Trump put big tariffs on importing copper from other countries around the world like China."

"companies started stockpiling as much copper as possible, which meant the demand for copper went through the roof, not because it needed more copper, but because they didn't want to pay the tariffs on the copper. So companies were buying all this copper, and now it's sitting in warehouses in the United States waiting to be used. So the demand for copper went through the roof, which caused the price of copper to go up because companies didn't want to pay the tariffs. And now there's not that much copper out there."

"is copper prices going to come down once the supply chain gets fixed and we start to see more supply of copper and then people realize oh businesses don't need as much copper and prices of copper then come back down to Earth or is demand going to continue rising for copper as AI keeps growing as all this other stuff keeps happening with China? Is that going to drive up the demand for copper even more causing copper prices to rise more in 2026 and beyond?"

"If we see higher copper prices, that impacts the average person because higher copper prices means it's more expensive to produce stuff, iPhones, houses, energy. And if businesses have to pay more money, they can do one of two things. They can either eat that cost themselves by shrinking their profits, or number two, they can pass this higher cost down to you, the consumer who buys the stuff, which could mean ultimately higher inflation."

"For the people that believe the copper prices are going to go up, well, you can invest in certain ETFs are going to give you exposure to that. Like we talked about, if you believe the copper prices are going to crash, well then you might want to pay attention to these ETFs for when that crash happens because copper is not going to go away and you might be able to come in and buy them at a discounted price if and when that crash happens."

"with AI continuing to grow, with data centers continue to grow, there's a push for using nuclear energy to power these data centers by the Trump administration. And if that continues to grow, well, that's going to benefit the nuclear industry."

"On December 1st, 2025, the Federal Reserve Bank flipped their economic policy by ending QT. What that means in plain English is the Fed went from trying to remove extra money from our economy to now printing more money."

"Because on December 2nd, one day after the Fed ended QT, the Fed printed 13 and"

"If AI continues to be in big demand, well, not only are you going to need more data centers, but these data centers are going to need more energy and we know that right now under the Trump administration, there's a big push for nuclear energy to be one of the sources of energy for these data centers."

"Number one is NUKZ. Number two is NLR. NUKZ is an ETF that is giving you exposure to the nuclear renaissance index ETF that is giving you exposure to a handful of different nuclear companies."

"Then an alternative is NLR. This is an ETF created by Van Ec that is giving exposure to nuclear and uranium producers. So these are uranium producers, nuclear utilities companies, which is giving exposure to that side of the energy industry."

"And this is where there's a big question mark as to what's going to happen to the price of copper in 2026 is copper prices going to come down once the supply chain gets fixed and we start to see more supply of copper and then people realize oh businesses don't need as much copper and prices of copper then come back down to Earth or is demand going to continue rising for copper as AI keeps growing as all this other stuff keeps happening with China? Is that going to drive up the demand for copper even more causing copper prices to rise more in 2026 and beyond?"

"If we see higher copper prices, that impacts the average person because higher copper prices means it's more expensive to produce stuff, iPhones, houses, energy. And if businesses have to pay more money, they can do one of two things. They can either eat that cost themselves by shrinking their profits, or number two, they can pass this higher cost down to you, the consumer who buys the stuff, which could mean ultimately higher inflation. We'll see what happens. But in general, if copper prices keep rising or they continue to stay high, you can expect higher prices of things because it costs more money to produce it."

"On December 1st, 2025, the Federal Reserve Bank flipped their economic policy by ending QT. What that means in plain English is the Fed went from trying to remove extra money from our economy to now printing more money."