'Economic World War' Has Begun: This Scarce Asset To Explode | Ivan Bebek

Summary

Ivan Bebek, CEO of Coppernico Metals, argues that copper is in a long-term bull market driven by electrification, infrastructure renewal, and constrained high-quality supply. He discusses US strategic stockpiling, copper's critical-mineral designation, and growing government and investor interest in copper equities. Bebek also presents Coppernico's Sombrero copper-gold project in Peru as a high-grade, large-scale discovery opportunity with near-term drilling and permitting catalysts.

• Copper is described as the new oil and positioned in a long-term supply-demand bull market.
• Electrification, construction, EV adoption, and infrastructure modernization are cited as major demand drivers.
• Falling grades, scarce quality deposits, permitting delays, and low inventories constrain future copper supply.
• US critical-mineral designation and strategic stockpiling are seen as bullish signals for copper.
• Copper equities, especially junior explorers and producers, are presented as leveraged ways to gain exposure.
• Coppernico Metals' Sombrero project is highlighted for high surface grades, 17 targets, major shareholders, and pending permits.
• Gold is mentioned as a preferred real-asset hedge against currency debasement.
• Uranium and silver are noted positively but without fully developed standalone investment theses.