COPX Global X Copper Miners ETF Loading... : Bullish and Bearish Analyst Opinions
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05:55
Jun 04
Jun 04
Copper and aluminum structurally higher.
Copper and aluminum are entering a structural uptrend driven by AI infrastructure demand, supply constraints, and the energy transition, outweighing macroeconomic headwinds.
MED
05:25
Jun 04
Jun 04
Positive on copper and aluminum
We are most positive on basic materials like copper and aluminum because they benefit from the AI-driven demand and supply constraints. China has a full value chain and export is shifting to high-end products, supporting these commodities.
MED
19:59
Jun 03
Jun 03
Copper watching for breakout at support level.
Copper is setting up for a breakout after testing a key yellow level for the third time. Volume is weak but the price action is constructive. He has not taken a position yet but is watching closely for an entry.
LOW
10:23
Jun 03
Jun 03
The author lists favorite stocks by sector as a thematic watchlist without explicitly stating current positions or forward calls, so each ticker is indexed as watch.
LOW
10:18
Jun 03
Jun 03
The author lists favorite stocks per sector as a thematic watchlist without explicitly stating current positions or forward calls, so all tickers are indexed as watch.
LOW
22:29
Jun 02
Jun 02
Copper approaching key breakout level.
Copper is approaching a key breakout level (the yellow level) that the speaker has been monitoring for weeks. Volume is a bit weak, but the third tap at this level looks promising. It is a potential entry for a momentum move higher, though the speaker has not taken a position yet due to other holdings.
MED
21:26
Jun 01
Jun 01
Copper in structural deficit, bullish.
Copper market is in structural deficit due to decades of underinvestment in mining and declining ore grades, while demand from AI data centers and electrification surges, pushing prices higher; predicts $15,000/ton.
HIGH
20:38
Jun 01
Jun 01
Copper demand exceeds supply, bullish.
Copper demand exceeds supply due to a decade of underinvestment in mining, declining ore grades in South America, and surging demand from hyperscale data centers for AI. This structural deficit, exacerbated by Codelco's 20% supply cut, will push copper prices above $15,000 per ton, exceeding bank forecasts of $13,800.
HIGH
14:00
May 28
May 28
Copper above 66-67 is interesting.
Copper is the only commodity the speaker likes, but he is only interested if it can get above 66-67. He sees potential upside above that level.
MED
05:54
May 28
May 28
COMEX copper premium re-widening vs. LME as traders ship metal to US ahead of potential tariffs; June 30 Commerce Dept. deadline is a near-term catalyst for further dislocation.
MED
01:28
May 27
May 27
Watch copper break above ATH.
Copper is the most interesting commodity. If it can break back above its previous all-time high on the third attempt, it would be a strong bullish setup worth monitoring.
MED
22:46
May 26
May 26
Copper if breaks above prior high.
Copper is the only commodity he is interested in. If it can break back above the previous all-time high on the third attempt, it would be a strong bullish signal and he would like the setup.
MED
21:29
May 26
May 26
Long copper miners, earnings exploding
Copper miners are 'printing money' and will continue to do so for years. The spending super cycle and electrification demand are structural. This is our favorite position right now. Earnings are off the charts, and the market is underappreciating the profit generation.
HIGH
16:15
May 24
May 24
Copper supply deficit, AI demand
Copper has a supply shortage (few new mines) and demand is rising from AI data centers, EVs, and electrification. He calls it the easiest trade he's seen. He buys copper futures or a diversified copper ETF.
HIGH
22:39
May 22
May 22
CA earthquake, short ABNB, long copper
A California mega-earthquake would destroy tourism and infrastructure. Short Airbnb (5% revenue from CA) and long copper (rebuilding demand).
MED
01:08
May 22
May 22
Watch copper above $66 level.
Copper has juice and could be interesting if it consolidates and gets back above $66. That would be a chart he would long without knowing much about the commodity.
MED
22:33
May 21
May 21
Copper interesting above 66.
If copper gets back above 66, it has juice, interesting chart to long.
LOW
20:03
May 21
May 21
Copper and miners will rally on demand
Copper is set for a major rally driven by AI infrastructure buildout and onshoring, which require massive electrification and construction. Copper miners will benefit, and the trade has a long runway. He sees copper as the commodity that will run, unlike gold.
HIGH
20:00
May 21
May 21
Long copper for long-term.
Copper benefits from long-term electrification and energy transition demand, though near-term manufacturing weakness may cause volatility. Suitable for a long-term tactical position.
MED
22:40
May 20
May 20
Copper supply-demand tight for AI
Copper is a commodity with strong supply-demand dynamics, particularly as a key material for AI data centers and electrification. Big names like Chamath are bullish, and the chart shows a potential breakout above 67. He is long copper and waiting to add higher.
MED
21:53
May 19
May 19
Bullish aluminum and copper on inflation.
Higher inflation and oil prices boost commodity prices. We are playing the aluminum and copper trends as part of the broader bullish view on Latin American commodities.
MED
18:51
May 19
May 19
Copper demand from AI data centers could reach 572,000 tonnes/year by 2028, while global supply faces a 30% deficit by 2035 per IEA. Tightening physical copper market with 17-year mine development cycle creates sustained upward price pressure on copper producers and ETFs. Long copper miners ETF to capture both metal price appreciation and structural underinvestment in new supply. Economic slowdown reduces broader industrial demand; substitution (aluminum) accelerates; China releases strategic reserves.
MED
00:29
May 19
May 19
Watching copper for long entry
Copper has put in a brutal rejection but I liked it this time and almost took the third entry. I may take a taker on the third one, watching for a potential long setup.
LOW
21:01
May 18
May 18
Copper fundamentals best ever, long.
Peter Grandich has consistently favored copper as his favorite metal, calling it the 'turtle in the race' with never-better fundamentals. He believes copper will outperform and has not moved away from it.
HIGH
22:23
May 14
May 14
The author explains they have avoided copper companies and ETFs like COPX during the AI supercycle, expressing no forward-looking view on TGB.
HIGH
17:26
May 14
May 14
Copper bullish breakout to 7
Copper has broken out to all-time new highs and the technical setup suggests continuation. Pullbacks are shallow and well-contained, and the measured move target is $7. The bullish trend is intact with no immediate reversal catalysts, so copper should trade higher.
MED
17:21
May 14
May 14
Copper bullish to new highs
Copper has broken out to all-time highs and the bull impulse should continue, with pullbacks contained to 25-50 cents. The next target is $7.00, and the copper market remains decisively bullish.
HIGH
14:00
May 14
May 14
Copper technical setup to watch.
Copper is at an all-time high breakout with a pullback sitting right on top of support, creating a technical setup worth watching for a potential continuation.
MED
20:00
May 13
May 13
Copper prices can reach $8-10.
Copper is in shortage due to electrification and AI buildout. Prices could easily rise to $8-10 per pound over the next couple of years because new supply is hard to bring online.
HIGH
20:00
May 12
May 12
Copper supply deficit, prices must rise.
Copper demand is surging from data centers, EVs, renewables, and grid electrification, but new supply is extremely constrained (20+ years from discovery to production). Current copper price (~$6/lb) is insufficient to incentivize the needed investment, so prices must rise significantly to balance the market. This creates a strong long-term bullish outlook for copper.
HIGH
About COPX Analyst Coverage
Buzzberg tracks COPX (Global X Copper Miners ETF) across 38 sources. 96 bullish vs 8 bearish calls from 108 analysts. Sentiment: predominantly bullish (54%). 164 total trade ideas tracked.