๐จ ๐ ๐๐ข๐จ๐๐๐ง ๐๐๐ง๐๐ข๐๐ก ๐๐ก 2013. ๐ก๐ข๐ช ๐โ๐ ๐๐จ๐ฌ๐๐ก๐ ๐๐ข๐ฃ๐ฃ๐๐ฅ.
Iโve purchased over 3 tonnes of physical copper in the last two months.
I rent a storage unit just for it.
And Iโll keep buying 1 tonne every single month.
This isnโt a trade โ itโs generational positioning.
โก ๐ง๐๐ ๐๐ ๐๐ก๐๐ฅ๐๐ฌ ๐ฆ๐๐ข๐๐
AI runs on electricity. Electricity runs on copper.
Data centers need massive grid upgrades, dense wiring, transformers, and copper-heavy cooling systems.
Global data capacity could grow 10x by 2040.
The grid must be rebuilt โ copper is the bottleneck.
๐ฟ ๐ง๐๐ ๐๐ฅ๐๐๐ก ๐ง๐ฅ๐๐ก๐ฆ๐๐ง๐๐ข๐ก ๐๐๐๐๐๐๐ฅ๐๐ง๐๐ฆ
EVs use 3x more copper than combustion engines.
Wind, solar, batteries, and chargers are all copper-intensive.
Weโre rebuilding the worldโs energy system in ~25 years โ with metal that hasnโt been mined yet.
โ๏ธ ๐ง๐๐ ๐ฆ๐จ๐ฃ๐ฃ๐๐ฌ ๐๐๐๐๐
It takes 17โ20 years to permit and build a major copper mine.
Ore grades are falling, costs are rising, easy copper is gone.
By the 2030s, weโll face a multi-million-ton annual deficit.
Price alone wonโt fix it โ the metal isnโt there.
๐ก๏ธ ๐ช๐๐ฌ ๐ฃ๐๐ฌ๐ฆ๐๐๐๐ โ NOT ๐ฆ๐ง๐ข๐๐๐ฆ
I didnโt buy miners. I bought physical scarcity.
In a world of endless fiat and digital leverage, real wealth is constrained matter.
Copper isnโt optional. When the squeeze hits, it wonโt be just a commodity โ
itโll be a strategic asset.
๐ฐ ๐ ๐ฌ ๐ฉ๐๐๐ช
Todayโs copper price is a gift.
The panic will come when inventories vanish and demand is non-negotiable.
Iโm positioning now.
Quietly. Relentlessly.
See you in 2030.
#Copper #AI #EnergyCrisis #Commodities #Scarcity #Investment #Bitcoin #GenerationalWealth #RealAssets #SupplyShock
