The 590,000-Ton Secret: Why The US Built A 30-Year Copper Fortress

The U.S. isn't discovering copper — it's stockpiling it.

Quietly, American warehouses person turned into a modern-day metallic fortress, with 590,000 abbreviated tons of copper sitting successful COMEX-approved retention — the highest level successful much than 30 years.

This isn't a mining miracle. It's a trade-war chess move.

Copper inventories person exploded astir 300% successful conscionable 12 months, present exceeding the combined stocks of the LME and Shanghai exchanges, according to CME information and Goldman Sachs.

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The crushed is simple: traders are front-running imaginable U.S. tariffs of 15%–25% connected refined copper by rushing metallic crossed the borderline contiguous to debar taxes tomorrow. The effect is simply a section glut successful America — adjacent arsenic the remainder of the satellite tightens.

This heap looks big, but it's a mirage successful a structurally choky market.

Goldman warns that erstwhile tariff uncertainty clears (likely mid-2026), overmuch of this metallic could travel backmost out, creating a short-term terms dip.

In different words, the fortress could rapidly go a occurrence sale.

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Chamath Palihapitiya calls copper the apical commercialized of 2026, arguing that AI unsocial could request 50,000 tons per information center, portion excavation proviso takes 20-plus years to scale.

To him, today's inventory is "pennies" adjacent to a projected 130% leap successful data-center powerfulness request by 2030.

Tariffs, helium says, could crook copper into a national-security plus — and prices "absolutely parabolic."

Traders tracking this taxable are progressively utilizing copper and copper-miner ETFs — specified arsenic the United States Copper Index Fund (NYSE:CPER), the iPath Series B Bloomberg Copper Subindex ETN (JJC) and the Global X Copper Miners ETF (NYSE:COPX) — arsenic a liquid mode to explicit the stake without owning carnal metal.

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Short term: U.S. has a glut created by fearfulness of tariffs.
Long term: World faces a famine driven by AI and electrification.

If you commercialized copper, the fortress is simply a warning.

If you put similar Chamath, it's conscionable a velocity bump connected the roadworthy to a structural shortage.