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Even if the announced tariffs on copper have a negative impact on the copper price for the time being, the fundamentals are extremely positive in the medium term. Overall, the copper market is tight because stocks are low. A persistently weak US dollar should also argue against a sharp decline in copper prices. It is the green energy transition that is driving the copper price. If demand from China increases when economic measures take effect, the outlook for the red metal and mining companies that rely on copper should not be bad. In any case, it has already cleared the US$10,000 hurdle. It is the large and still growing copper consumers in the electric mobility, power grid, defense, and construction sectors that are making analysts so positive. In addition, new mines take a long time to reach production maturity and the ore quality in many existing mines is declining.

As is well known, the US president’s announcement that he would impose 50 percent tariffs on copper imports into the US drove up the Comex copper premium. This was because US traders had significantly increased their copper stocks. When it was then announced that the new copper tariffs would only be levied on semi-finished products, copper prices fell. Anyone who wants to see the copper price without these distortions should look at the London listing. There were no tariff-driven price jumps there. Apart from the tariff debates, copper companies seem to be doing well. The Nasdaq Sprott Junior Copper Miners Index has risen by more than 48 percent over the past twelve months. And copper is now included in the US Geological Survey’s updated list of critical minerals. In the longer term, copper investments should be a source of joy. Mogotes Metals and GoldMining have copper in their projects.

GoldMining – https://www.commodity-tv.com/ondemand/companies/profil/goldmining-inc/ – has large gold and copper projects in North and South America, which even include antimony.

Mogotes Metals – https://www.commodity-tv.com/ondemand/companies/profil/mogotes-metals-inc/ – owns copper and gold projects in Argentina and Chile. The Filo Sur copper project (Argentina) appears particularly promising. Mogotes Metals Inc. will be presenting itself at the Munich Commodities Fair (October 3-4, 2025). Due to visitor restrictions, it is advisable to book your free ticket (- https://www.rohstoffmesse-muenchen.de/ -) as soon as possible, for example for a personal meeting with the management.

Current company information and press releases from Mogotes Metals (- https://www.resource-capital.ch/en/companies/mogotes-metals-inc/ -) and GoldMining (- https://www.resource-capital.ch/en/companies/goldmining-inc/ -).

Sources:

https://www.onvista.de/index/NASDAQ-SPROTT-JUNIOR-COPPER-MINERS-Index-407798984;

https://de.investing.com/analysis/sprott-sieht-kupfer-im-strategischen-aufschwung-200501810

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