Why Copper's Supply Crisis Could Deliver 20-30% Returns Through 2027

Here’s what Wall Street noticed in September: a mudflow in Indonesia, a tunnel collapse in Chile, and protests in Peru. Three separate events that removed 2.6% of global copper supply. The market repriced everything overnight. Despite that, the real story isn’t the disruptions, it’s that new mining projects can only add 4.39 million tons annually through 2030 while demand is projected to grow from 27 million to 33 million tons. The math doesn’t work. And investors who wait for “perfect entry points” are mis ...