Copper.
This isn’t a trade.
This is generational positioning.
Over the past two months, I’ve accumulated 3+ tonnes of physical copper — with plans to add 1 tonne every month.
Why?
⚡ THE AI ENERGY SHOCK
AI doesn’t run on hype.
It runs on electricity — and electricity runs on copper.
• AI data centers are extremely power-hungry
• Massive grid upgrades are required
• Transmission, wiring, transformers, cooling — all copper-intensive
Global data-center capacity is projected to grow ~10× by 2040.
The existing grid can’t handle that.
It must be rebuilt — and copper is the bottleneck.
🌱 THE GREEN TRANSITION
Even without AI, demand is exploding:
• EVs use ~3× more copper than combustion cars
• Wind, solar, batteries, charging infra = copper heavy
• The world is rebuilding its energy system in ~25 years
Using a metal that hasn’t been mined yet.
⛏️ THE SUPPLY CLIFF (REAL ALPHA)
This is where the Bitcoin comparison becomes real.
• New copper mines take 17–20 years to come online
• Ore grades are falling
• Costs are rising
• Easy supply is already gone
By the 2030s, forecasts point to multi-million-ton annual deficits.
Higher prices won’t fix it — because the metal simply won’t exist.
🧱 WHY PHYSICAL COPPER
Not mining stocks.
Not paper exposure.
I bought physical scarcity.
In a world of unlimited fiat, leverage, and code —
real wealth is constrained matter.
Copper is non-optional.
You can’t substitute it at scale.
Manufacturers will pay whatever it takes — or shut down.
When the squeeze hits, copper won’t be treated as an industrial metal.
It will be treated as a strategic asset.
🧠 MY VIEW
Today’s copper price is a gift.
The panic comes later — when inventories are gone and demand is non-negotiable.
I’m positioned early.
Quietly.
Relentlessly.
See you in 2030.
