Welcome to episode 72 of The 5-Minute Investor Podcast, where Stockhouse columnists Jonathon Brown and me, Trevor Abes, each deliver a 2.5-minute profile on a stock related to recent investment news. This week, we’re focusing on rising copper demand, which the International Energy Agency sees falling into a 30 per cent deficit by 2035, beginning as soon as 2027, according to a report from BMI, as new AI data centers, electrical grid enhancements and renewable energy technologies proliferate across the globe, straining a copper market dealing with falling grades and dwindling investment. This mismatch is, in turn, shining a light on copper companies in production, on track for future growth, best positioned to capitalize on the metal’s varied industrial applications.
This article is a journalistic opinion piece which has been written based on independent research. It is intended to inform investors and should not be taken as a recommendation or financial advice.
Here are Jon’s show notes for episode 72:
- Jon’s copper stock profile is on Freeport-McMoRan (NYSE:FCX), one of the largest publicly traded copper producers in the world.
- Copper mining giant reports rising profit, maintains 2026 outlook.
- At the time of writing, Freeport-McMoRan stock last traded at US$62.58, adding 54.82 per cent year-over-year and 69.78 per cent since 2021.
Here are Trevor’s show notes:
- Trevor’s copper stock is Capstone Copper (TSX:CS), an Americas-focused producer with operating assets in Chile, Mexico and the United States.
- Capstone Copper reports Q2 2026 results.
- At the time of writing, Capstone Copper stock last traded at C$13.31, adding 56.22 per cent year-over-year and 151.13 per cent since 2021.
Here’s our most recent trio of episodes:
- Episode 69: Gaming’s new dark reality.
- Episode 70: Wildfires, AI and opportunity.
- Episode 71: Weight-loss drug stocks.
Thanks for listening!
The 5-Minute Investor Podcast is on Spotify, YouTube, iHeartRadio, Stockhouse or wherever finer podcasts are found.
Join the discussion: Find out what investors are saying about AI and copper stocks on the Freeport-McMoRan Inc. and Capstone Copper Corp. Bullboards and make sure to explore the rest of Stockhouse’s stock forums and message boards.