Uploaded March 2026 | Updated September 2026, 3 weeks ago

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Copper may be entering a structural supply deficit.

In this clip, Jay explains why he’s increasing his exposure to copper right now as global demand continues to rise.

As electrification expands across infrastructure, vehicles, and energy systems, copper demand is accelerating across the global economy.

At the same time, new mines take 10–20 years to develop, making it difficult for supply to keep up.

For investors paying attention to commodities, this imbalance may represent one of the most important trends unfolding in the resource sector today.

#Copper #MiningStocks #Commodities #Investing #EnergyTransition #Macro

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