Copper offers superior risk-reward across the commodity spectrum due to a structural supply deficit; copper should have seen a 20-25% price increase due to 7% of world supply being removed from production, but did not.

causalpending

Speaker

Rick Rule

Evidence Quote

If I looked at across the commodity spectrum at risktore reward uh I would probably urge people to look at copper. The copper price has done pretty well but it should have done much better this year. It should have done much better because we have a structural supply deficit and Cobra Panama came out of production, Cula came out of production, Grass Per came out of production and Kodelco had production halts at three mines.

Source

Rick Rule: Oil/Gas Move is Inevitable, but Copper is Next Bull MarketInvesting News
Created: 8/13/2026, 10:19:24 AM

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