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copper

This week · 20 voices
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Entity · financial instrument

This week · 20 of the 74 voices we track · 24 mentions

Oct 8 → Oct 15, 05:30 ET · Last update Oct 8, 06:06 ET (for the window to Oct 7, 05:30)

Earlier: September 2026 · August 2026 · July 2026

Bullish

Copper prices were described as firm but volatile, supported by technology equities, easier US rate expectations and expectations for Chinese buying after the holiday, while high energy costs, a stronger dollar and thin holiday trading limited gains 1456111520. Fundamental commentary was predominantly bullish: speakers cited structural supply constraints, declining mine grades, long permitting timelines, electrification and AI-related demand 8121318. Supply-side risks were also prominent, including potential strikes at major Chilean mines, questions over Codelco's output data and China's concern over concentrate availability 24919.

From the window to Oct 7, 05:30 ET — this window's take is still to be written.

Where the voices land

All voices 6 voices

2 bearish4 bullish

Strongly bearish

  • IJIndy JoharStrongly bearish Expects copper demand to collapse because a labor and cognition collapse destroys the labor distribution and demand in the economy. “So all these predictions of copper and the need for copper. Really? Is that how the cycle works?” ▶ 15:43 Optionality Collapse: We're Investing in a Futur… · 14 Oct
  • MMMike McGloneStrongly bearish Expects copper to fall sharply, saying if the S&P 500 drops 10% copper is almost guaranteed to drop 20%, and calls copper an accident waiting to happen. “If S&P 500 drops 10%, copper is almost guaranteed to drop 20%” ▶ 25:57 ‘Very Similar To 1987': Here's What Bonds Break … · 8 Oct

Bullish

  • CMChris MarcusBullish Sees copper as having a very similar profile to silver, implying higher prices ahead. “Copper seems like a very similar profile.” ▶ 49:26 CHRIS MARCUS | The shackles are breaking off the… · 10 Oct
  • JJJason JessupBullish Expects footwall copper at current prices to be extremely profitable and is focusing the company on copper. “especially at current copper prices um you know extremely profitable” ▶ 17:08 Magna Mining Moves Forward With Levack Mine Rest… · 8 Oct

Strongly bullish

  • AMAnthony MoreauStrongly bullish Expects copper prices to go higher, citing $10 a pound as the upside case. “is it a mine when we think copper is going to go to. $10 a pound” ▶ 9:41 American Eagle Gold Targets Scale and Grade at t… · 12 Oct
  • WTWill ThompsonStrongly bullish Expects the copper market to keep underappreciating the structural deficit, with grade decline, long permitting timelines and political risk concentration not fully priced in. “I think the market has probably correctly identified the structural deficit thesis and but is probably still under or mispricing” ▶ 35:14 The World Is Underestimating the Coming Copper C… · 9 Oct

2 bearish4 bullish

Also asked

Risk 1 voice← rising · easing →

1 rising

Very high risk

  • WTWill ThompsonVery high risk Sees the severity of copper supply constraints as underappreciated, with permitting timelines of ~17.8 years making recent capex irrelevant to the 2028-2032 supply window. ▶ 16:38 The World Is Underestimating the Coming Copper C… · 9 Oct

Mentions

24 this week
Wed 7Mon 12 · 5Thu 15

Stories it travels in

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The stories

  • ○ a voice, on the left
  • ◌ a voice raising half of these
  • ● a subject, on the right, under its story
  • ⌒ a line is a voice raising a subject — thicker, more items; colour is the story

The stories this entity travels in: on the right, each story with the subjects seen alongside it; on the left, the voices that raised them, and a line for every subject a voice raised, bundled by story. Tap a voice to light everything it raises, a subject for who raised it, a story for its own lines. The crumb goes back.

Who brings it up

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