Navigating the Greatest Supply/Demand Shift in Modern History
The world is entering a new industrial era. It is being driven by the simultaneous explosion of Artificial Intelligence, the global transition to green energy, and the urgent need to modernize aging electrical grids.
While headlines focus on software companies and EV manufacturers, they often ignore the single, critical thread that connects them all: Copper.
The Copper Squeeze Report was founded on a singular, powerful thesis: The world’s appetite for copper has far outpaced its ability to produce it. We are facing a structural supply deficit that we believe will lead to a historic upward revaluation of the metal—and incredible opportunities for the companies controlling quality copper assets.
Our Mission
Our mission is to cut through the noise of general financial media to provide clear, actionable intelligence on the copper market.
We exist to help retail and institutional investors understand the magnitude of the coming supply squeeze and to identify the specific investment vehicles—from major producers to high-leverage junior explorers—that are best positioned to capitalize on this trend.
Why We Are Bullish on Copper
The "squeeze" isn't a temporary blip; it is a fundamental misalignment of supply and demand created by decades of underinvestment in new mines colliding with an unprecedented demand shock.
We focus on three core pillars driving this market:
- The AI Infrastructure Boom: Data centers powering the AI revolution are incredibly energy-intensive, requiring vast amounts of copper for transformers, grounding, and high-performance cabling. This is a new source of demand that few models accounted for.
- The Net-Zero Transition: The shift away from fossil fuels is devastatingly copper-intensive. From electric vehicles requiring 2.5x more copper than gas cars, to wind and solar farms needing massive amounts of wiring, the "green" economy is built on a red metal foundation.
- The Supply Cliff: The world’s largest copper mines are aging and their ore grades are declining. Furthermore, it takes 10–15 years to bring a new mine online. Even with rising prices, new supply cannot just "appear" overnight.
What We Do
At The Copper Squeeze Report, we monitor macro trends, analyze geological data, and track geopolitical developments to bring our subscribers high-value insights.
We look for companies that offer the right mix of geology, jurisdiction, and management team. We hunt for the "sweet spot" in the market—advanced-stage projects in safe mining districts (like British Columbia, Canada) that have defined resources and are poised for growth during a bull market.
