Скачать или смотреть Matt Badiali - Copper Tariffs, AI Demand & the Disconnect in Copper Stocks

Copper prices have surged above $5.60/lb, sparked by a proposed 50% tariff and supported by accelerating global demand. But while the metal’s price keeps climbing, copper equities - especially explorers and developers - remain sluggish.

In this KE Report Daily Editorial, Matt Badiali, editor of The New Energy Investor at Mangrove Investor, joins us to break down:

The real story behind copper's rally - beyond tariffs
How AI data centers are becoming a major new copper demand driver
The investor disconnect between metal prices and mining equities
Why copper producers and developers could benefit from structural shifts
The capital drought in copper exploration - and signs of coming opportunity
Matt also touches on how inflation, global electrification, and policy support continue to reshape the long-term copper narrative.

Click here to visit the Mangrove Investor website to follow along with what Matt is writing - https://mangroveinvestor.com/

Bonus: Check out the new Resource Rundown podcast hosted by Cory Fleck and Matt Badiali - covering deeper trends in commodities - https://open.spotify.com/show/50D3rjP...

Timestamps
00:00 Copper in the News: Tariffs and Prices
03:52 Impact of AI and Global Demand
06:28 Tariffs and Market Discrepancies
07:39 Investment Strategies in Copper
09:17 Challenges in Copper Exploration
10:54 Investor Sentiment and Market Trends
17:47 The Bigger Picture: Inflation and Copper

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Disclaimer: The content in this podcast is not intended to be financial advice. It is meant for educational and entertainment purposes only.