The world of stocks is constantly evolving, bringing in new perspectives, ideas, and narratives. In this process, there are times when new sectors emerge to dominate others, and the evolution of the sector continues to go on. Right now, the US stock sector is dominated by AI and tech stocks, as artificial intelligence continues to embed itself in each of the industrial domains. But there’s more: with the rising demand of AI data centers and solar power, the demand for copper is also rising, giving copper stocks an edge over other US stocks. What is this process all about? Let’s find out.

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Copper Stocks’ Bitcoin Moment Is Coming Closer

Back in 2011, Bitcoin became a financial rage when it skyrocketed to $29, a straight jump off from a meager $1. Fast forward to today, the token is now sitting at $69K, after briefly claiming the ambitious $120K mark. The token wanted an element of steadfastness in its investors, which ultimately paid off through prolific highs and returns.

Analysts are now linking this narrative to copper stocks, as the looming copper shortage may make the metal more lucrative than before. The rising demand for data centers and EVs could bolster the demand for copper, which could help copper stocks shoot up naturally, giving them space to have their own Bitcoin moment.

Per a recent post by expert Mon on X, investors who could not bank on early BTC narratives may now seize this opportunity as copper continues to follow the same trendline.

“Buying copper stocks in 2026 could be like buying Bitcoin in late 2022. 42 million metric tons needed by 2040. That’s a 50% increase in demand. AI data centers 3x their copper consumption. EVs require 4x more copper per vehicle. Grid expansion is eating up 15.7 million metric tons: $WRN, $NAK, $COPX, $FCX & $SCCO.”

The Element of What’s Scarce Is What’s Precious: Copper Stock Surge

Copper is now a catalytic metal and serves as a key component across a wide range of industries. Per the latest KL report, the world economy is on the verge of a copper crisis by 2040. With such dynamics in place, copper could become the next emerging commodity. Copper stocks may become popular as a result of this surge, giving the metal a significant price push.

“A copper shortage is coming next. The world economy is projected to face a copper deficit of 10 million tonnes by 2040. Equivalent to ~33% of current global demand. This comes as global copper demand is estimated to surge to 42 million tonnes by 2040. From 28 million tonnes in 2025. Asia alone is expected to reflect 60% of total demand growth over this time. Driven by EV adoption and grid upgrades. At the same time, AI data center copper demand is set to surge +127% to 2.5 million tonnes by 2040. Meanwhile, supply is expected to peak at ~34 million tonnes in 2030 before declining to ~32 million tonnes by 2040. Copper is the next global strategic commodity.

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