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The copper supply story has been building for years but 2026 is when the numbers actually force the issue. This is my attempt at a comprehensive breakdown -- covering the macro, the major names, the ETFs, and one small-cap operator that keeps coming up in my research. The macro case in brief The International Copper Study Group revised its 2026 outlook from surplus to a 150,000-ton refined copper deficit. Primary mine production is growing at just 0.9% this year. Three …
— ORIGINAL POST ·
Copper stocks 2026 -- The supply deficit is real, here's the full breakdown and which names are worth watching across the market cap spectrum
· r/investing
· Mar 27, 2026