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. 

Bonus: Check out the new Resource Rundown podcast hosted by Cory Fleck and Matt Badiali - covering deeper trends in commodities - Click here to listen to the podcast!