Prithvi Thingalaya

[Prithvi Thingalaya @Prithvi01]

#Truethat

[Prithvi Thingalaya @Prithvi01]

#COPPER

[AndesResources @AndesResources]

UBS on #Copper

“We reiterate our market deficit estimate of 520,000 mt for 2026.
Against this backdrop, we prefer to maintain a long position in copper and would look to add on price pullbacks”

[Prithvi Thingalaya @Prithvi01]

#COPPER

[Bloomberg @business]

Copper jumped above $14,000 a ton, closing in on a record high as a rebound in Chinese demand and rising supply risks outweigh concerns about the Iran war’s impact on global growth https://t.co/0qp7e4rFzI

[Prithvi Thingalaya @Prithvi01]

#COPPER

[Sandeep M @Sandeep_Majj]

The World Is Running Out Of The Metal That Powers AI, EVs & The Future

Copper prices are near record highs globally.

And this is not just because of traders or speculation.

The world is suddenly entering a phase where copper demand is exploding from multiple industries at the same time.

AI data centres, EVs, renewable energy, power grids,
battery storage, military electrification, high-speed connectivity all require massive amounts of copper.

A single EV uses roughly 3-4x more copper than a normal ICE vehicle.

AI data centres require enormous copper usage in:
power cables,
transformers,
cooling systems,
power distribution equipment,
and networking infrastructure.

S&P Global estimates global copper demand could rise from ~28 million tonnes today to ~42 million tonnes by 2040.
That is an enormous jump.

And the scary part?
The world massively underinvested in copper mining for almost a decade after the previous commodity cycle slowdown.

Now suddenly demand is exploding everywhere at once. ⚡️

Continued 👇

[Prithvi Thingalaya @Prithvi01]

#COPPER

[Oliver Groß @minenergybiz]

Copper, Aluminum bull: LME base metals index surges to record high 🔥👇

[Prithvi Thingalaya @Prithvi01]

#COPPER

[Dr. Copper🔋🌎⛏️ @CopperBullish]

#Copper - $6.17 a pound. Looking real good!

[Iyo Obietonbara @sankofa360]

"Our embassies and military bases are used for trafficking children. We breed children for pedophilia and child sacrifice.

The right of passage for our political leaders is to abuse children, engage in pedophilia and kill them.

Pedophilia is the induction glue. It is how the deep state recruits and control people....it is also the Achilles hill. I believe that once the public is fully aware that the government isn't interested in protecting their children, everything about the government would be called into question.

I am on record as a former CIA operations officer saying, that our bases overseas are not there for national defence, they are there to serve as lily pads for the smuggling of guns, gold, cash, drugs and small children."

Robert David Steele.

(1952-2021)

Former CIA case officer
Cofounder: U.S Marine Corps Intelligence Activity.
Pioneer: Open Source Intelligence.
Board Member: International Tribunal for Natural Justice (ITNJ).

[Prithvi Thingalaya @Prithvi01]

#COPPER

[TheGladiator @TheGladiatorHC]

Copper stocks are going to go crazy in the coming years. Good Copper Juniors are going to 10X easily.

S&P Global Vice Chairman Daniel Yergin: "We'll need 50% more copper than we have today."

Honestly, you don't need to be a genius to work out that without a lot more Copper, we can't have things like AI, Autonomous Vehicles, Rockets or Robotics.

If you're bullish these sectors you must be bullish Copper.

[Prithvi Thingalaya @Prithvi01]

#COPPER

[Chamath Palihapitiya @chamath]

As we predicted in our annual predictions episode to start the year.

Unless someone shows up with super conductivity or carbon nanotubes, copper is the only game in town and AI is a huge demand driver for a very under-resourced material.

[Prithvi Thingalaya @Prithvi01]

#COPPER

[SightBringer @_The_Prophet__]

⚡️Copper screaming to all time highs at the same moment China’s industrial profits are collapsing tells you the global economy has split into two realities.

One reality is demand destruction, margin compression, overcapacity, and deflation inside legacy manufacturing systems. China lives there right now. Overbuilt factories. Weak domestic demand. Export dependency. Falling profits.

The other reality is physical inevitability. Power, compute, grids, electrification, defense, data centers. This reality does not care about consumer confidence. It does not care about GDP optics. It does not slow politely. It demands materials or it fails.

Copper sits at the intersection of those two worlds.

That is why this move feels confusing if you are still using old mental models.

Copper is not rising because growth is booming.
Copper is rising because systems cannot function without it.

This is the deepest truth most people are missing:

We are pricing maintenance of complexity.

Modern civilization has crossed a threshold where keeping things running requires more energy, more wiring, more redundancy, more throughput than before. AI accelerates this brutally. Electrification accelerates it further. Grid hardening accelerates it again.

Once complexity crosses that line, materials that sit at the base layer stop behaving cyclically.

They behave existentially.

Copper is one of those materials now.

That is why copper can make highs while profits fall, while housing freezes, while trade volumes wobble, while credit tightens. Those systems can contract. The electrical substrate cannot.

This is also why you are seeing the same pattern across silver, copper, energy, uranium, and grid infrastructure.

They are failure prevention inputs.

And here is the part nobody wants to say out loud.

The world built a digital future on an analog foundation that cannot scale smoothly.

You cannot software your way out of copper shortages.

You cannot financialize your way out of grid physics.

You cannot narrative your way around ore grades and permitting timelines.

Price is simply the first signal that the foundation is straining.

So when copper hits all time highs it means this:

The system is quietly admitting that the future is heavier, hotter, more expensive, and more constrained than anyone planned for.

That is the real signal.

And it does not reverse until the architecture itself changes.

[Prithvi Thingalaya @Prithvi01]

#COPPER

[Dr. Copper🔋🌎⛏️ @CopperBullish]

#Copper - Copper prices could hit more new highs as traders rush metal into the U.S.
https://t.co/3CsawUAX4f

[Prithvi Thingalaya @Prithvi01]

HINDCOPPER

[Ashish H Kyal, Author, CMT @kyalashish]

🚀 Hindcopper is showing signs of a major breakout! With strong momentum, fresh bullish signals, and key technical alignments, it’s primed for big moves. Eyes on critical levels—this could be the start of something huge!
Know More: https://t.co/QNeByyANWU

[Prithvi Thingalaya @Prithvi01]

#COPPER

[Robert Friedland @robert_ivanhoe]

Goldman Sachs: Copper is our ‘favourite’ industrial metal as constrained mine supply growth and structural demand growth from grid & power infrastructure move the market towards balanced in 2026, from oversupplied in 2025. Additionally, higher ex-US premia and conversations with physical traders point to a larger-than-expected reacceleration of copper flows into the US in H1 2026 ahead of a potential tariff, which should further tighten the ex-US market. As a result, we lift our average H1 2026 LME copper price forecast to $10,710 (from $10,415).

[Prithvi Thingalaya @Prithvi01]

#COPPER

[Anil Agarwal @AnilAgarwal_Ved]

Copper has a very close association with the advance of human civilization, and our ancient India. Around 6,000 years ago, the Indus Valley Civilization one of the world's first great civilizations came up in the Copper Age, when we learnt to use the red metal for the first time.

I believe we are now entering a New Copper Age. The technologies of the future, whether AI or energy transition, are all underwritten by massive amounts of copper, a most versatile metal and best conductor of electricity.

Like in the first Copper Age, I believe India is rising to become a global leader in this new one. We have the human resources, natural resources and tech capability.

Our future will be as prosperous and glorious as our ancient past.

#DeshKiZarooratonKeLiye

[Prithvi Thingalaya @Prithvi01]

#COPPER

[Rock Bottom Entries @RockBtmEntries]

Copper’s chart looks exactly like gold before its 2024 breakout.

$10 copper is coming.

[Prithvi Thingalaya @Prithvi01]

#COPPER

[Dr. Copper🔋🌎⛏️ @CopperBullish]

#Copper - Copper price highest in over a year on Grasberg disruption, Fed outlook https://t.co/0KSrLnQiwT

[Prithvi Thingalaya @Prithvi01]

#COPPER

[Raghav Wadhwa @raghavwadhwa]

🤔 Copper: The Next Gold?

🤔Why is Copper Price Rising? Global Deficit and Freeport Fallout Behind the Rally!

Trap or Opportunity? 🧵👇

[Prithvi Thingalaya @Prithvi01]

#COPPER

[James Harvie @TereaAfrica007]

Copper: The Metal Powering the Future

By 2050, annual copper demand will surpass all copper consumed between 1900 and 2022 combined.

Today, we’re at 26M mt, but projections show demand soaring to 53M mt by 2050 – driven by electrification, EVs, renewable energy, and global infrastructure growth.

Copper demand has doubled roughly every 25 years, fueled by major supercycles:
✅ Industrial Revolution
✅ Post-WWII boom
✅ China’s industrial rise

Now, the Transition is is set to create the next supercycle.

For investors, miners, and policymakers, this is more than a trend – it’s a structural shift. The race for copper resources will define the next three decades.

#Copper #CriticalMinerals #EnergyTransition #Electrification #Mining #EVRevolution #Commodities #Sustainability #CleanEnergy #FutureMetals @ScottNorth64736 @GRDecter @elonmusk @pauljohnson9691 @StockShaman @robert_ivanhoe @usuallyYJLee @J_Wise_geology @energy_mar @ausstockchick @HC_Haplo @StockShaman @staunovo @AfricaMediaHub @jmroberge @CopperBullish @nishkumar1977 @realDonaldTrump @MiningIndaba @mining @Andrew_WilsonUK @kirillklip

[Prithvi Thingalaya @Prithvi01]

#COPPER

[Prithvi Thingalaya @Prithvi01]

#COPPER

[Dr. Copper🔋🌎⛏️ @CopperBullish]

#Copper - 175 price year history of the red metal - Thanks @MiningVisuals

[Prithvi Thingalaya @Prithvi01]

#COPPER

[First Squawk @FirstSquawk]

WITH GLOBAL COPPER INVENTORIES SHRINKING, ESPECIALLY ON THE LME, THE U.S. NOW COMMANDS A PRICE PREMIUM, AND GOLDMAN SACHS EXPECTS PRICES TO HIT $10,050/TON BY AUGUST AMID TIGHTENING GLOBAL SUPPLY.