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Dear Fellow Investor,
It’s Time to Jump Back into Oversold Copper Stocks
Copper is quietly staging a comeback — and for savvy investors, it might be one of the most compelling opportunities of 2025.
After tumbling from a high of about $5.35 to a recent low of $4.03, copper is starting to show signs of life again. As of the latest trading sessions, the metal is sitting around $4.52 — and if momentum continues, we could see an initial retest of the $5 mark in the near term.
This move isn't just a technical rebound. It’s part of a much larger story that’s been unfolding quietly under the radar. Copper’s short-term recovery could be just the beginning of a longer-term surge — driven by tightening global supplies, rising industrial demand, and a renewed push for domestic mining in the U.S.
Why Copper is Starting to Rebound
In the immediate term, copper appears technically oversold. The recent bounce from $4.03 suggests we may have found a strong floor, and traders looking for short-term setups may already be positioning for a breakout above $4.60 and, potentially, $5.
But the real catalyst lies ahead — in the growing mismatch between copper demand and supply.
As the world moves rapidly toward electrification, clean energy, and high-tech manufacturing, demand for copper is expected to soar. In fact, some estimates say copper demand could double over the next 10 years.
At the same time, the U.S. and many other countries face significant production shortfalls. That imbalance is already raising concerns — and prices.
“We've got to create more mines. Open up some of those resources that we have right here in the U.S. and bring them online,” said Clayton Walker, COO of Copper at Rio Tinto, the world’s second-largest mining company, in a recent interview with Fox Business. “It all starts at the mines with that raw material.”
This is a major issue for a country hoping to re-shore manufacturing and lead the global clean energy transition.
To put things in perspective, BHP — one of the world’s largest mining firms — says the copper industry will need about $250 billion in investment to help meet demand over the coming decades.
And that may just be the beginning. Other forecasts, including those cited by analysts in The Wall Street Journal, estimate that as much as $2.1 trillion in investment could be needed by 2050 to bridge the gap between demand and supply.
This massive capital need is setting the stage for one of the most powerful long-term bull markets in metals — especially for copper.
Company: Freeport-McMoRan (SYM: FCX)
Freeport-McMoRan is one of the world’s largest publicly traded copper producers, and it’s starting to recover from a recent dip.
After falling from a high of $44 to a low near $28, FCX has started to pivot. Now trading around $33.35, it’s poised to retest its previous highs — and potentially push even higher if copper’s bull run takes hold.
Here’s what’s fueling investor optimism:
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Dividend boost: The company will pay a 15-cent dividend on May 1 to shareholders of record as of April 15.
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Wall Street support: JPMorgan recently upgraded FCX to a “Buy” with a price target of $52, citing premium pricing due to potential levies on U.S.-based copper production.
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Jefferies analysts also upgraded FCX, emphasizing that U.S.-based copper miners could benefit from policy shifts aimed at reducing import reliance.
With strong fundamentals and major tailwinds, FCX remains a favorite among institutional and retail investors alike.
Paradigm Press
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Company: BHP Group (SYM: BHP)
BHP is another copper heavyweight that’s starting to attract renewed interest.
After a pullback from $50 to $40, BHP found solid support and has been trending higher. As of its last trade around $45.25, the stock is now targeting a retest of the $48 level — the site of a previously unfilled bearish gap.
Why BHP deserves your attention:
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The company forecasts copper demand will surge by 70% by 2050, driven by electric vehicles, renewable energy, and grid expansion.
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BHP also expects global copper consumption to increase by an additional 1 million tons per year in the next decade — double the annual growth seen over the past 15 years.
With expansion plans in motion and long-term structural demand on its side, BHP could be a cornerstone copper play for years to come.
Investors Alley
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ETF: Global X Copper Miners ETF (SYM: COPX)
If you’re looking for diversified, lower-cost exposure to the copper sector, the Global X Copper Miners ETF (SYM: COPX) is a smart alternative.
This ETF tracks a basket of 40 copper mining companies, including:
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Ivanhoe Mines
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BHP Group
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Freeport-McMoRan
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Teck Resources
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Capstone Copper
With an expense ratio of 0.65%, it offers a convenient way to gain exposure to copper's upside potential without betting on a single stock. For investors who want to stay diversified while still capturing sector-wide trends, COPX may be the ideal fit.
Hartford Gold Group
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Do you have your eye on any other copper stocks or ETFs? What other sectors of the market do you think are particularly interesting right now? Hit "reply" to this email and let us know your thoughts!
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