EPISODE · Jun 11, 2026 · 6 MIN
Why Copper Is the New Must-Have Commodity for Investors
from The Investing Podcast with Fexingo: Stocks, Bonds, and Building a Long-Term Portfolio · host Fexingo
Lucas and Luna drill into copper's sudden breakout in June 2026. The industrial metal is up 18% year-to-date while gold slumps to a six-month low. Lucas breaks down why copper is being called 'the new oil' — driven by electrification, AI data centers, and a structural supply deficit. He cites Freeport-McMoRan's record output, the $2.5 billion Rio Tinto-Turquoise Hill expansion, and the IEA's forecast that copper demand will rise 40% by 2035. Luna challenges whether the rally is sustainable, pointing to China's slowing property sector and rising recycling capacity. They discuss how retail investors can get exposure via the $FCX stock or the $COPX ETF, and why copper miners are trading at a discount to spot prices. This episode is a concise primer on a commodity that could define the next decade of infrastructure investing. #Copper #Commodities #Investing #Finance #FreeportMcMoRan #RioTinto #Electrification #AIDataCenters #SupplyDeficit #FCX #COPX #ETFs #IndustrialMetals #Infrastructure #CommoditySuperCycle #FexingoBusiness #BusinessPodcast #TheInvestingPodcast Keep every episode free: buymeacoffee.com/fexingo
What this episode covers
Lucas and Luna drill into copper's sudden breakout in June 2026. The industrial metal is up 18% year-to-date while gold slumps to a six-month low. Lucas breaks down why copper is being called 'the new oil' — driven by electrification, AI data centers, and a structural supply deficit. He cites Freeport-McMoRan's record output, the $2.5 billion Rio Tinto-Turquoise Hill expansion, and the IEA's forecast that copper demand will rise 40% by 2035. Luna challenges whether the rally is sustainable, pointing to China's slowing property sector and rising recycling capacity. They discuss how retail investors can get exposure via the $FCX stock or the $COPX ETF, and why copper miners are trading at a discount to spot prices. This episode is a concise primer on a commodity that could define the next decade of infrastructure investing. #Copper #Commodities #Investing #Finance #FreeportMcMoRan #RioTinto #Electrification #AIDataCenters #SupplyDeficit #FCX #COPX #ETFs #IndustrialMetals #Infrastructure #CommoditySuperCycle #FexingoBusiness #BusinessPodcast #TheInvestingPodcast Keep every episode free: buymeacoffee.com/fexingo
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Why Copper Is the New Must-Have Commodity for Investors
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