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COPX: Tariffs Create Noise, But Copper's Bull Case Is Intact

Source: SeekingAlpha

2025-07-18 23:59:00 ET

Introduction

Over the past few years, I have been clearly laying out my belief that copper is in for a long-term bull market. Most recently in January, I explained that copper faces a structural supply-demand imbalance with the global push for electrification, from electric vehicles to upgraded energy grids, meeting a constrained copper supply....

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COPX: Tariffs Create Noise, But Copper's Bull Case Is Intact
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