The Copper Supply Crunch Is Just Beginning | Charles Cryer - Oroco Resource
Declining grades, underinvestment and AI/electrification demand are creating a long-term copper supply crunch that is just beginning
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Most coveredSilver 12 →Gold 12 →Copper 6 →
Declining grades, underinvestment and AI/electrification demand are creating a long-term copper supply crunch that is just beginning
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Silver to $200.
The US dollar collapses.
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The market is mispricing copper stocks (to the downside), implying they should re-rate higher.
Equinox Gold's all-stock combination with Orla Mining creates a senior producer with ~1.1M oz 2026 output and a pipeline that could push toward 2M oz annually, described as one of the more compelling growth stories in gold.
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Copper prices are going higher.
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Silver still looks higher once the current geopolitical noise fades.
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Gold is not done; the sector is in the early innings of a larger cycle.
Overweight long Treasuries as bond yields head lower.
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Still short gold as a trader.
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Tavi Costa says oil may still have further to run.
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Triple-digit ($100+) silver is becoming the base case in the coming cycle due to US supply deficit and industrial demand.
Mako is expected to post record Q4 financials from San Albino and Moss, with rerating potential if it executes through early 2026.
Jay Martin says gold's move is still early, implying further upside.
Copper supply constraints are driving prices higher, with a decade-long perfect storm building.
Bubba Horwitz expects much higher silver prices after volatility.
Grasberg shutdown, slashed guidance, and potential impairments have fundamentally changed FCX's risk-reward.
The market hasn't fully priced in Golden Cariboo's new discoveries in a rising gold environment.
Newmont faces declining production, rising costs, and conservative guidance that spooked the market.
A structural uranium supply deficit is coming by the early 2030s as producers cut output.
Peter Grandich's latest pick, Radisson Mining, is well-positioned to attract M&A attention.
Mining equities still lag metal prices and Allied Gold's African expansion will drive major cash flow growth into 2026.
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Bitcoin could trigger the next recession, with risk assets mean-reverting lower.
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Adrian Day sees forces pushing gold to new highs amid unsustainable global deficits.
The Russell will lead the next market crash.
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A softer dollar underpins gold's sustainable move higher.
Gold is screaming higher while currencies burn.