In Today’s Masters in Trading: Live Today, copper took out 10-year highs in a surge that’s setting off yet another buying frenzy in the industrial metal. Copper prices rallied 22% on the London Metals Exchange (LME), rising from less than $11,000 per ton at the close of November to a record high of $13,387 just a few weeks ago. That’s not a random spike. Regular viewers of Masters in Trading LIVE know this move has been building for months. Copper has been on a sustained run, and the drivers behind it are structural — not speculative. At its core, the story is simple: Demand keeps rising. Supply can’t keep up. AI data centers, grid upgrades, electrification, EVs — none of this works without copper. This isn’t cyclical hype; it’s infrastructure-level demand that compounds over time. Supply, meanwhile, remains constrained. Years of underinvestment mean new production can’t come online quickly. Add to that the heavy concentration of mining activity in Latin America — particularly, Chile and Peru — along with ongoing geopolitical uncertainty in the region, and the supply side only tightens further. When policymakers talk about reshoring, grid security, or energy independence, copper sits quietly at the center of that conversation — whether it’s mentioned explicitly or not. That’s why copper remains one of the most important long-term themes every investor should be tracking. And it’s also why we didn’t just start talking about copper today. We formed a thesis months ago and stayed with it through normal, uncomfortable price swings. Intra-week moves don’t invalidate big ideas. Throughout December and January, I shared multiple copper-related trades openly — stock and options — for free. If you were watching Masters in Trading LIVE or in the Discord, you were already positioned before today. This is how professionals trade. You form a view, size it correctly, manage exposure, and let time work. You don’t chase breakouts — you earn them by being early and patient. That’s the real value of this community. It’s not alerts or technical levels. It’s learning how to build a thesis, stick with it, and express it efficiently with stocks or options. In today’s episode of Masters in Trading LIVE at 11 AM EST, I’ll walk you through exactly how we’re approaching the current copper rally — including what names I’m watching next and how we’re managing exposure from here. 
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