Chris Curl,
Editor
March 27, 2025
Think gold is the only metal surging to new highs?
Think again.
Gold’s oft-forgotten cousin, copper, is now taking center stage.
Much of the reason for this is its myriad of industrial use-cases. As the electrification of everything intensifies and we enter a new world of artificial intelligence, copper is needed as the backbone of it all.
Nvidia (NASDAQ: NVDA) is spending hundreds of billions on US manufacturing in an attempt to bring AI onshore. They’ve even partnered with Taiwan Semiconductor Manufacturing Co (NYSE: TSM) to manufacture their new AI chips here in America as soon as this year.
Intel (NASDAQ: INTC) is throwing similar amounts of money into a massive expansion in domestic chip manufacturing at various sites around the country.
The industrial demand for copper is just beginning and the markets are starting to realize it.
But there’s another factor pushing copper higher today.
Unlike gold, which tends to act as a hedge against inflation and market instability, copper’s surge has been driven by strategic shifts in supply chains.
As President Trump threatens to impose a tariff of up to 25% on all copper imports, companies are stocking up on the metal. Over 500,000 tons of copper heading to the U.S. this month, way above typical import levels, indicates a frenzy to preemptively combat these tariff impacts.
What the new administration hopes to achieve by all of this is the revitalization of domestic copper production.
My colleague, John Carl, and I saw this coming from a mile away and have been bullish on domestic copper production for some time now.
In fact, we’ve identified a small producer in Arizona that has developed a revolutionary method to extract usable copper from old mining waste rock. This ‘trash rock’ sat unused for decades until good old American ingenuity discovered a way to turn it into treasure.
We call it “Blue Water.” And we think it’s the only viable way to meet the rising demand for domestic, Made-in-America copper.
We even toured this company multiple times and gave a special report about it last year.
Click here to check it out.
Smart money is figuring out how essential companies like this are going to be in the years ahead as its share price has surged over 40% in the past month alone.
Domestic copper producers are still way undervalued relative to the growth we’ll see over the next 4 years.
The time to get in is now.
Keep coming back,
Chris Curl
Editor, Daily Profit Cycle