Episode 72: The next AI gold rush is copper

In this episode, we explore the growing demand for copper, a market the International Energy Agency believes could face a 30% supply deficit by 2035, with shortages potentially emerging as early as 2027 according to BMI. As AI data centres drive a surge in electricity consumption, power grids require major upgrades, and renewable energy technologies continue expanding worldwide, demand for copper is accelerating at a time when declining ore grades and years of underinvestment are constraining supply. This widening gap is drawing attention to copper producers and growth-oriented miners that may be well positioned to benefit from the metal's critical role in the global economy. We'll take a closer look at Freeport-McMoRan (NYSE: FCX) and Capstone Copper (TSX: CS) and examine how they could capitalize on this long-term trend. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.