▶ Full Post Text
People talk about EVs and stop there, but the more convincing case for copper is that demand is coming from two directions at once: electrified transport and electrified computing. EVs are widely cited as using about 3-4x more copper than gas cars, and AI data centres add another layer because power distribution and cooling are copper-heavy (from a copper industry video summary).
The point is not that one trend replaces the other. They stack. You end up with more motors, more grid upgrades, more substations, more wiring, more everything. That is why copper "tightness" can persist even when one end market slows for a year.
For RB (Rumble Resources), that macro backdrop is the tailwind. The company is trying to advance BC copper-gold projects through the early steps that actually matter: land position, target generation, then drilling. Their deck also pushes the shortage framing hard: 36Mt projected annual copper demand, 6.5Mt supply shortfall expected, and +5Mt additional deficit from AI by 2030 (per RB investor presentation, page 5, see it on their website). Again, those are their figures, so take them as directional, not gospel.
In practical terms, this is why small explorers can get attention even without revenue: the market starts caring about the pipeline when the future looks short.
For those who have followed copper cycles longer than I have, does "EV plus AI" change your view of how long a copper bull case can run, or does it still end the same way most commodity cycles do?
If you find this interesting, they are RB on CSE, RB.СN on Yahoo finance.
Do not confuse with Australian rumble resources, that's different company traded on OTC.
Not financial advice. Do your own reading too.