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Cover for Matt Badiali - Copper Tariffs, AI Demand & the Disconnect in Copper Stocks

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

July 29, 2025
  • Copper
  • Matt Badiali
KEReport
By KEReport
KEReport

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!

KEReport
KEReport
The KE Report provides exclusive interviews with private money managers and sub $10 billion market cap companies. Interviews are published daily to help investors navigate the markets.
View all podcast by KEReport

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