r/CopperMacro

Copper ETFs are becoming one of the easiest ways to gain exposure to the long-term copper thesis.

Here are 5 of the top-performing copper ETFs year to date.

That’s +75% since October 2023 and over +40% in the last 12 months.

Supply remains tight.

China inventories are falling.

Data center construction is exploding.

Meanwhile, disruptions at Indonesia’s massive Grasberg mine are tightening the market even more.

China’s exports also jumped +14% YoY in April, driven by clean-tech manufacturing one of the most copper-intensive industries on earth.

The world needs more copper.

The supply isn’t keeping up.