Copper is the New Oil 🛢️? | Copper Shortage Ahead| Investing in COPX ETF & Miners- Part1

Описание: The Copper Supercycle is here! ⚡ With global copper demand set to nearly double from 27.3 MT in 2024 to 53 MT by 2050, the COPX ETF (Global X Copper Miners) is positioned at the heart of a multi-decade bull run.

In this video, we dive deep into:
✅ Global Copper Demand Drivers – EV boom, renewable energy, AI data centers, and infrastructure megatrends.
✅ Supply-Side Pressures – mine closures, ore grade decline, resource nationalism, and low inventories.
✅ Top Copper Mining Stocks in COPX ETF: Freeport-McMoRan, Southern Copper, First Quantum, Ivanhoe Mines.
✅ Technical Analysis – COPX just broke out after 13 years of consolidation.

📊 Key Highlights:

Inventories down 44% in 2025, covering just 6 days of global demand.

IEA forecasts up to 30% copper supply shortfall by 2035.

Textbook Stage 2 Breakout – confirming a multi-quarter bull run.

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00:00 — Welcome & Intro
00:15 — Session Introduction & Participant Greeting
00:32 — Today's Topic: Copper Miners
00:45 — Audience Interaction: Excited to Learn?
01:01 — Agenda Overview (1-Hour Session Breakdown)
01:15 — Introducing Stockal Team
01:40 — Panelist Access & Platform Demo Plan
02:16 — Formal Welcome & Session Opening
02:28 — Topic Intro: Commodity Bull Run & Copper
02:42 — Commodity Cycle Recap
03:08 — Gold & Silver Performance Since 2024
03:32 — Why Copper is the “New Oil”
03:45 — Disclaimer (Educational Purpose Only)
04:14 — Global Copper Production's Key Countries
04:49 — Copper Consumption by Sector
05:23 — Country-Wise Copper Demand
05:55 — Global Demand Growth Forecast
06:24 — Copper Demand Drivers
06:58 — Copper Supply Landscape & Inventory Drop
07:43 — Global Miners Overview
08:06 — Energy Transition and Copper Boom
08:54 — Copper Demand Rising vs Supply Risk
09:35 — Low-Quality Mining Jurisdictions Risk
10:16 — Supply Shock Possibility
11:08 — Why Copper Miners Benefit
11:26 — Structural Miners Opportunity
11:57 — Market Cap of Mining vs Global Equities
12:34 — Mean Reversion & Inflection Point Case
13:34 — Dollar Index Downtrend and Commodity Bullish
14:24 — Copper Technicals
15:27 — Relative Valuation: U.S. Copper Cheaper Than India
16:24 — LME Copper Symmetry Breakout Setup

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