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Matt Badiali - Copper Tariffs, AI Demand & the Disconnect in Copper Stocks

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Manage episode 497292277 series 3374176
Content provided by KE Report. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by KE Report or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Copper prices have surged above $5.60/lb, sparked by a proposed 50% tariff and supported by accelerating global demand. But while the metal’s price keeps climbing, copper equities - especially explorers and developers - remain sluggish.

In this KE Report Daily Editorial, Matt Badiali, editor of The New Energy Investor at Mangrove Investor, joins us to break down:

  • The real story behind copper's rally - beyond tariffs
  • How AI data centers are becoming a major new copper demand driver
  • The investor disconnect between metal prices and mining equities
  • Why copper producers and developers could benefit from structural shifts
  • The capital drought in copper exploration - and signs of coming opportunity

Matt also touches on how inflation, global electrification, and policy support continue to reshape the long-term copper narrative.

Click here to visit the Mangrove Investor website to follow along with what Matt is writing.

Bonus: Check out the new Resource Rundown podcast hosted by Cory Fleck and Matt Badiali - covering deeper trends in commodities - Click here to listen to the podcast!

  continue reading

488 episodes

Artwork
iconShare
 
Manage episode 497292277 series 3374176
Content provided by KE Report. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by KE Report or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Copper prices have surged above $5.60/lb, sparked by a proposed 50% tariff and supported by accelerating global demand. But while the metal’s price keeps climbing, copper equities - especially explorers and developers - remain sluggish.

In this KE Report Daily Editorial, Matt Badiali, editor of The New Energy Investor at Mangrove Investor, joins us to break down:

  • The real story behind copper's rally - beyond tariffs
  • How AI data centers are becoming a major new copper demand driver
  • The investor disconnect between metal prices and mining equities
  • Why copper producers and developers could benefit from structural shifts
  • The capital drought in copper exploration - and signs of coming opportunity

Matt also touches on how inflation, global electrification, and policy support continue to reshape the long-term copper narrative.

Click here to visit the Mangrove Investor website to follow along with what Matt is writing.

Bonus: Check out the new Resource Rundown podcast hosted by Cory Fleck and Matt Badiali - covering deeper trends in commodities - Click here to listen to the podcast!

  continue reading

488 episodes

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