Buy YDDL by Mar 27, 2027.

Copper is the most discussed commodity thesis of 2026 and most of the posts I've seen either stay at the ETF level or go straight to the big miners without looking at the full picture. This is my attempt at a more complete breakdown. Why 2026 specifically The International Copper Study Group made an unusually significant revision in late 2025 -- flipping its 2026 market balance forecast from a 289,000-ton surplus to a 150,000-ton deficit. That's a 440,000-ton swing. The …