John Carl,
Editor
March 28, 2025
This is a big moment for American copper.
The possibility of a copper bull that I’ve been writing about for over a year now has finally arrived — and as you can see in the chart below, it’s stampeding with fierce intensity.
The price is up for a host of good reasons...
- Demand is surging, driven largely by AI, which require more data centers and more power lines to support them
- Production is slumping in Chile (the world’s largest producer) due to aging equipment and plummeting copper grades, with no simple fix in sight
- Major consumers are stockpiling at a record pace, trying to build up enough of a reserve to withstand supply shocks
And then America is finally ramping up production with a flurry of activity coming from the White House:
- On February 25, President Trump signed an executive order directing the Department of Commerce to investigate whether imports of copper are a threat to national security (he’s already said that they are)
- Then on March 20, Trump issued another executive order titled “Immediate Measures to Increase American Mineral Production,” with copper at the top of the list. This order also invokes emergency powers from the Defense Production Act
- And then most important of all, Trump is also planning a 25% tariff on copper, which could arrive just weeks (or even days) from now
As you can see, that’s a lot of activity. And the combative style of these executive orders and tariffs has led to a scramble among producers and consumers alike.
But regardless of how the details play out from here, the one thing that can be said for certain is that safe, domestic sources of copper are going to benefit for years to come. Even if the strongarm tactics don’t last, the overall effect of this domestic push will endure.
I also believe that it’s time for technology to solve some of copper’s other lingering problems, that of dwindling discoveries, declining copper grades, and expensive, ecologically destructive mining waste.
That technology has been waiting in the background for several years now — and now that copper has broken $5, its importance and viability is back on center stage.
This new “Blue Water” copper leaching technology is what America needs to restore its resource independence.
As I’ve written in my tech-focused publication Digital Dispatch, this powerful chemical formula extracts copper straight from US mines.
Thanks to this new technology, American copper can go directly from the ground to 99.99% pure copper plates that our industries need most.
There’s no refining needed...
Not only is it All-American and tariff-free, but it also saves billions in production costs.
It also leverages billions of tons of low-grade copper rock that’s been considered “impossible” to mine until now.
I’ve seen it with my own eyes.
Not long ago I flew to Phoenix, Arizona (for the second time) to see this company’s operations in person.
I took the photo you see below.
And everything I witnessed is now driving triple-digit gains for this small copper producer. The effects will be lasting.
Let me show you why this new technology is such a game changer for copper (and why early investors will mint fortunes — especially with tariff tensions so close at hand!).
This is the opportunity American copper has been waiting for, and without a doubt, it’ll define the future of domestic copper production.
Make it your own,
John Carl
Editor, Daily Profit Cycle