Copper Stocks are on Fire!

Copper stocks are on fire. But if you’re a regular reader of these pages, you already know that…

In fact, for the past five years, we’ve been telling our readers to load up on copper.  This, after seeing the data supporting the argument that growing demand from AI and data centers, coupled with an increase in electric vehicle production and sales, would result in a massive increase in copper demand.

Here’s how copper has performed over the past five years…

And this run on copper isn’t going to peter out anytime soon.

Truth is, copper consumption is now expected to be 2 million tons higher by 2030.  This, while copper supplies are expected to fall short by around 15% by 2030.

Make no mistake: the copper bull market has just begun. 

Copper Stocks Love Trump Tariffs

Last week, Bloomberg reported that U.S. tariffs on copper imports could be coming within several weeks.

Check it out…

US President Donald Trump in February directed the Commerce Department to open an investigation into potential copper tariffs and submit a report within 270 days. Though it’s now expected to be resolved sooner, said the people who asked not to be identified because the discussions are confidential.

The administration is proceeding expeditiously with the review, and a conclusion could be possible well before the 270-day deadline, an official familiar with the process said, speaking on condition of anonymity.

If you don’t already have at least one copper stock in your portfolio now, you might want to get on that soon.  Here are a few to consider…

• Freeport-McMoRan (NYSE: FCX)
• Lundin Mining (OTCBB: LUNMF)
• Southern Copper Corporation (NYSE: SCCO)

And it doesn’t just stop at copper, either.

Trump’s very aggressive economic policies are creating the keystone of the president’s new sovereign wealth fund, too.

If you’re unfamiliar, a sovereign wealth fund is typically created to build national wealth.  Essentially funding government operations and paying dividends to citizens without relying on income taxes.

Globally, sovereign wealth funds control nearly $13 trillion in assets.  That's more than ETFs, private equity or hedge funds.

These funds generate massive returns by investing in:

• Stocks and bonds
• Infrastructure and natural resources
• Tariff revenue from foreign nations

And now, for the first time ever, the U.S. is getting one.  It will be a self-sustaining national fund that will generate billions in revenue to fund government operations and major infrastructure projects without taxing Americans.

It will also send dividend checks directly to U.S.citizens.

Now unlike other sovereign wealth funds, which typically rely on a single revenue source (like Norway or Saudi Arabia’s oil-based funds), Trump’s fund will build on multiple revenue streams.  This will ensure long-term sustainability and even larger payouts.

To be sure, the money will come from natural resource wealth.  We’re talking about more than $12 trillion in gold, oil, gas and rare earth minerals. Funds will also come from:

• Tariff revenues
• Bitcoin reserves 
• Investment profits, as the fund could own stocks, bonds, and infrastructure assets

All of this would generate passive income for every U.S. citizen.  You can actually start getting an early share of this thing right now through an oil & gas royalty check program that’s available at this very moment.

And if you don’t believe it, look at the evidence for yourself.

To a new way of life and a new generation of wealth…

Jeff Siegel

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@JeffSiegel on Twitter

Jeff is an editor of Energy and Capital as well as a contributing analyst for New World Assets.

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