Buy NRED by Aug 24, 2026.

The copper thesis keeps showing up in different places: AI data centers, grid upgrades, EV charging, defense systems, industrial electrification and renewable power. The common thread is electrical infrastructure. If more power has to move through the system, copper demand becomes harder to separate from the broader infrastructure cycle. The simple way to play it is through large producers: FCX, SCCO, BHP, RIO, TECK and HBM. They have scale, liquidity and direct exposure to copper prices. COPX is the ETF …