Copper's Strategic Role in the Energy Transition

As the world stands on the brink of an energy revolution, copper emerges as the unsung hero, essential for progressing toward net-zero emissions and a low-carbon future.

I’m not convinced net zero is realistic nor do I think EVs will ever entirely replace traditional gas vehicles. That said, the movement towards a more sustainable future isn’t going away.

And it requires tons of high-grade copper.

In the quest for sustainable energy, copper’s high electrical conductivity and efficiency crown it as an indispensable element in solar photovoltaics, wind turbines, and EV infrastructures. The transition to renewable energy sources is intrinsically linked to copper’s capacity to facilitate efficient energy transmission and distribution.

The metal's unparalleled properties make it a cornerstone in technologies driving this transition, such as renewable energy systems and electric vehicles (EVs). Amidst these developments, 2024 witnessed a notable rise in copper prices, fueled by underlying market conditions and soaring global demand.

copper chart

A crucial impetus was the halt in operations at Panama's Cobre mine, which converted supply forecasts from surplus to deficit, triggering a sharp upturn in market prices.


The “Holy Grail” of Copper

For 10,000 years, copper mining has been a dirty process that wastes tons of rock and requires big holes in the ground. But no longer…

A powerful new chemical formula can pull copper right out of the ground. It’s faster, cleaner, and far more efficient. As one industry head put it, this new innovation is the “Holy Grail” that’ll save US copper mining. Let me show you why this new formula will change copper mining forever.


Copper companies, such as Antofagasta (OTCMKTS: ANFGF), have seen their stock values rise in response to these dynamics, outpacing the broader materials sector.

Copper’s importance is not limited to the energy sector; it also plays a pivotal role in powering AI and blockchain technologies. 

All of those thousands of high-performance computer chips and server racks all demand one thing: high-grade copper. And as these industries expand the demand for copper will continue to increase.

Renewable energy systems and electric vehicles are very copper-intensive, requiring significantly more of this metal compared to their traditional counterparts. For instance, solar PV setups and wind turbines are heavily reliant on copper-based wiring and components. And a typical EV requires over 132 pounds of copper compared to just 52 pounds for a traditional vehicle.

It’s not difficult to predict where copper goes next.

According to S&P Global, copper demand is projected to rise 20% by 2035.

copper supply chart

New mining projects and enhanced recycling processes are imperative to keep pace with the developmental strides toward a greener world.

To that end, my colleague John Carl has discovered an under-the-radar company that turns waste rock into 99.99% pure copper using a special ‘blue water’ formula.

John and Gerardo with blue water

And we just released a video presentation on the company and the incredible potential of “Blue Water” that you can view right here.

With copper demand set to soar in the green energy transition… fueled in large part by the advent of AI… it’s an exclusive presentation you simply do not want to miss.


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The future outlook for this versatile metal appears bright, making it an indispensable asset in the green energy revolution.

Keep coming back,

Chris Curl

Chris Curl
Editor, Daily Profit Cycle