🚨 𝗜 𝗕𝗢𝗨𝗚𝗛𝗧 𝗕𝗜𝗧𝗖𝗢𝗜𝗡 𝗜𝗡 2013. 𝗡𝗢𝗪 𝗜’𝗠 𝗕𝗨𝗬𝗜𝗡𝗚 𝗖𝗢𝗣𝗣𝗘𝗥.
I’ve purchased over 3 tonnes of physical copper in the last two months.
I rent a storage unit just for it.
And I’ll keep buying 1 tonne every single month.
This isn’t a trade — it’s generational positioning.
⚡ 𝗧𝗛𝗘 𝗔𝗜 𝗘𝗡𝗘𝗥𝗚𝗬 𝗦𝗛𝗢𝗖𝗞
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 — copper is the bottleneck.
🌿 𝗧𝗛𝗘 𝗚𝗥𝗘𝗘𝗡 𝗧𝗥𝗔𝗡𝗦𝗜𝗧𝗜𝗢𝗡 𝗔𝗖𝗖𝗘𝗟𝗘𝗥𝗔𝗧𝗘𝗦
EVs use 3x more copper than combustion engines.
Wind, solar, batteries, and chargers are all copper-intensive.
We’re rebuilding the world’s energy system in ~25 years — with metal that hasn’t been mined yet.
⛏️ 𝗧𝗛𝗘 𝗦𝗨𝗣𝗣𝗟𝗬 𝗖𝗟𝗜𝗙𝗙
It takes 17–20 years to permit and build a major copper mine.
Ore grades are falling, costs are rising, easy copper is gone.
By the 2030s, we’ll face a multi-million-ton annual deficit.
Price alone won’t fix it — the metal isn’t there.
🛡️ 𝗪𝗛𝗬 𝗣𝗛𝗬𝗦𝗜𝗖𝗔𝗟 — NOT 𝗦𝗧𝗢𝗖𝗞𝗦
I didn’t buy miners. I bought physical scarcity.
In a world of endless fiat and digital leverage, real wealth is constrained matter.
Copper isn’t optional. When the squeeze hits, it won’t be just a commodity —
it’ll be a strategic asset.
💰 𝗠𝗬 𝗩𝗜𝗘𝗪
Today’s copper price is a gift.
The panic will come when inventories vanish and demand is non-negotiable.
I’m positioning now.
Quietly. Relentlessly.
See you in 2030.
#Copper #AI #EnergyCrisis #Commodities #Scarcity #Investment #Bitcoin
#GenerationalWealth #RealAssets
#SupplyShock