COPX Global X Copper Miners ETF Loading... : Bullish and Bearish Analyst Opinions
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18:32
Jul 18
Jul 18
Copper explosive upside ahead.
Copper is transitioning from a cyclical commodity to a safe haven driven by structural demand (data centers, onshoring) and severe supply constraints. Breaking all-time highs historically leads to explosive upside, and copper is showing unusual resilience.
HIGH
22:55
Jul 17
Jul 17
Heavy rain, snow and strong winds have slowed copper shipments and mining activity in central Chile, testing production in the world's largest copper-producing nation.
17:01
Jul 16
Jul 16
Copper supply shock will triple prices
Copper is fundamentally driven by global electrification and data center buildout, with chronic underinvestment in new supply creating a looming shortage. Price could reach $12–$18/lb in a short time frame, potentially doubling, making it more attractive than gold over the next 12 months.
HIGH
13:26
Jul 16
Jul 16
Long copper on rising price trend.
Copper prices are trending higher; the models are long to ride the upward momentum in the industrial metal.
HIGH
20:34
Jul 15
Jul 15
Copper cheap on 2-year view.
Copper may be frothy near-term but looks cheap on a 2-year horizon due to strong demand from AI/data center build-outs, infrastructure spending, and a coming supply deficit. The long-term outlook for copper is strong.
MED
16:21
Jul 15
Jul 15
Copper overvalued on weak fundamentals.
Copper prices are at all-time nominal highs and everyone is bullish, but fundamentals are weak: copper mine supply grew quickly last year, Chinese demand has stagnated for 18 months, and inventories have swollen to 30-year highs. Investor enthusiasm is completely out of whack with the actual supply/demand picture, making copper the antithesis of oil.
MED
20:59
Jul 13
Jul 13
Copper demand strong from AI buildout.
Copper is very bullish long-term because the buildout of AI data centers, even if slower than forecast, will require massive amounts of copper. Many informed guests share this strong long-term demand view.
MED
15:00
Jul 12
Jul 12
AI data center demand boosts copper.
Copper is a direct reflection of the AI demand story; hyperscaler data center CapEx plans are escalating, creating a strong structural demand tailwind that is not going away.
MED
20:00
Jul 10
Jul 10
Own energy and resource stocks to hedge.
Investors can hedge against unavoidable rising costs of energy, copper and other commodities by owning energy stocks and the very things they consume (resource producers). This turns a cost-of-living crisis for others into a personal opportunity.
MED
16:57
Jul 10
Jul 10
Buy copper dip on AI unwind or war
Copper has a very long-term bullish outlook, but the speaker is holding cash and wants to add on weakness. An AI trade unwind or a renewed war could wrongly oversell copper, creating an ideal buying opportunity. He would love to take the other side of such a sell-off.
MED
02:20
Jul 10
Jul 10
Copper was on track for its second straight weekly gain as investors looked past potential demand headwinds from the mid-week resurgence in Middle East fighting.
16:53
Jul 08
Jul 08
Copper and juniors poised to rise.
Copper has held its price well because it lacks the paper trading distortion of silver and gold, and it is an essential critical mineral. China's recent restriction on sulfuric acid, used in copper leaching, gives a competitive advantage to junior copper developers outside that belt. These juniors are strong takeover targets for major miners as supply chains are reconfigured.
HIGH
18:19
Jul 07
Jul 07
Copper soft on H2 2026 economic weakness
Rick Rule expects copper to be flat-to-down as the economy weakens and demand softens, but this is not an explicit short/put call; bearish commodity view is avoid.
MED
06:10
Jul 06
Jul 06
Copper supply tight, demand rising inexorably
Copper supply is heavily constrained (18 years to bring a new mine online), while demand from electrification and AI infrastructure keeps rising; this supply-demand imbalance supports a bullish copper view.
MED
23:17
Jul 05
Jul 05
Copper likely next to decline.
Copper is next in the commodity pump-and-dump cycle. It acts as a sock puppet to the stock market, only rising when equities rise; if stocks fall, copper falls more. Normal supply and demand pressures are building.
MED
07:23
Jul 05
Jul 05
Stay long copper but own hedges
Copper remains a long, with a textbook bull trend of higher highs and higher lows respecting Fibonacci pullbacks, but positioning is extremely crowded at the 100th percentile; the bull case stays intact as long as it reclaims the 50-day moving average, but it is time to own hedges given positioning risk.
MED
07:01
Jul 03
Jul 03
Copper demand supported by AI electricity
With commodities softening and industrial metals prices coming down, current levels offer an attractive entry point. Long-term structural demand for metals such as copper will persist, driven by AI and rising electricity consumption, making it a good time to buy metals.
MED
21:28
Jul 01
Jul 01
Copper chart deteriorating, looking terrible.
Copper is not doing anything meaningful and the lower it goes, the worse the chart pattern looks. The speaker previously liked copper but now says it looks terrible, suggesting the breakdown is accelerating.
LOW
09:32
Jul 01
Jul 01
Copper faces headwinds from inventories
Copper is focused on tariff speculation, but on-exchange inventories have built up by 800,000 tons over the past few months. While demand is perceived as strong, supply is recovering and people are trading a very short-term tariff story. We need to be careful.
MED
22:38
Jun 30
Jun 30
Copper needed to power AI infrastructure
Copper and other metals are essential to power AI infrastructure. Owning copper fits into a diversified long-term AI trade, supplementing exposure beyond creators and builders of AI.
MED
17:08
Jun 29
Jun 29
Copper demand rises on electrification after Iran war
The Iran conflict reinforces energy security concerns, accelerating electrification globally. Copper is the most important raw material for electrification, from grids to data centers, and demand is being further boosted by China's EV and battery push. Copper benefits more than oil and gas from this structural shift.
MED
04:28
Jun 29
Jun 29
Copper tight on AI demand, tariff fears
Copper demand is strong, driven by the AI infrastructure boom, making the market tighter than it probably looks. Concerns about potential U.S. tariffs on copper are driving strong import demand from the U.S., and traders are clearly worried about supply constraints.
MED
12:34
Jun 28
Jun 28
Copper follows crude oil lower
Copper is next in line alongside crude oil to move lower as the commodity cycle turns down, driven by the same superabundance and demand-destruction forces pressuring other industrial and energy markets.
MED
00:38
Jun 27
Jun 27
Copper at key level, watching for entry.
Copper is trading at a key technical level that looks attractive for a long entry, but the speaker is waiting for confirmation before buying, making it a watch for a potential breakout.
LOW
23:30
Jun 26
Jun 26
Copper faces long-term structural deficit.
Copper is a long-term story driven by structural demand from AI data centers, electricity demand, military stockpiling, and the space race, with a projected 30% deficit by 2035. Invesco's base metals ETF (DBB) offers exposure to copper, aluminum, and nickel.
HIGH
21:06
Jun 26
Jun 26
Wait for copper breakout to buy
Copper has been in a brutal sell-off and looks bad near-term. The speaker wants to buy only on a reclaim of resistance from above, preferring to wait for strength and a trend change rather than trying to catch the falling knife. The level is a specific chart level he identifies as his entry trigger.
LOW
23:00
Jun 25
Jun 25
Oil, utilities, copper benefit from AI buildout.
To balance AI exposure, he likes HALO names – Heavy Asset, Low Obsolescence – which are traditional value companies that are additive to AI and that AI will not put out of business. Examples include oil companies, utilities, and copper.
MED
07:06
Jun 25
Jun 25
Copper stands out on tight supply.
Among metals, copper stands out because supply is very tight while demand enjoys strong support. Even with a strong dollar and potential US rate hikes, copper's supply-demand fundamentals should allow it to outperform other metals.
MED
23:43
Jun 24
Jun 24
Copper looks terrible, avoid
Copper is moving decisively lower with a broken chart, and the speaker finds it uninvestable right now, avoiding it entirely.
MED
23:04
Jun 24
Jun 24
Copper looks better, may outperform
Copper looks a lot better than other metals (palladium, platinum, silver) right now, suggesting relative outperformance.
MED
About COPX Analyst Coverage
Buzzberg tracks COPX (Global X Copper Miners ETF) across 55 sources. 155 bullish vs 11 bearish calls from 143 analysts. Sentiment: predominantly bullish (52%). 279 total trade ideas tracked. Past 7 days: 5 bullish, 2 watch. Latest voices: Tavi Costa, Bloomberg, Kai Hoffmann.