Copper Could Be the Next U.S. Strategic Play $FCX $IE $COPX

Copper is the second most used material by the DoD.

Trump said on July 9th that "America will once again build a dominant copper industry".

If the US gov't is building strategic positions in critical materials, copper seems like the next target.

There are a couple of US-headquartered copper producers that I like, including:

Freeport McMoRan, $Freeport-McMoRan(FCX)$ ...largest U.S. copper producer + deep DoD relevance, has domestic & global mines, + direct leverage to domestic supply chains.

Ivanhoe Electric, $Ivanhoe Electric Inc.(IE)$ ..tech-driven mining model, fits the “next-gen mining” narrative + has high upside if US prioritizes new supply.

$Global X Copper Miners ETF(COPX)$ is also good for broader global exposure.

But with Trump focusing on America's dominance in copper, I'm focused on US-based producers like IE + FCX.

$SPDR Gold ETF(GLD)$ & $iShares Silver Trust(SLV)$ are ripping, with Copper still lagging.

Copper is the second most used material by the Dept of Defense...saying this again for emphasis.

And with rising geopolitical risk & supply-chain nationalism, copper becomes a massive strategic asset...

Watch copper names.

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Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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The trade can be executed using any payment type available under the Cash Boost Account:<strong> Cash, CPF, SRS, or CDP.</strong></p>\n <p><a href=\"https://ttm.financial/link?target=https%3A%2F%2Fsg.tigermarketw.com%2Factivity2%2Fmarket%2F2025%2Fcontra-invitation%3Flang%3Den_US%26useAnimation%3Dtrue\" title=\"Click to access the activity\" target=\"_blank\" class=\"link rich-text-anchor __anchor-intercept-flag__ text-content-link\">Click to access the activity</a></p>\n <p><img src=\"https://community-static.tradeup.com/news/62e040c4d73c741662d709873cd4f330\"></p>\n</blockquote></body></html>","htmlText":"<html><head></head><body><p>Copper is the second most used material by the DoD.</p>\n<p>Trump said on July 9th that \"America will once again build a dominant copper industry\".</p>\n<p>If the US gov't is building strategic positions in critical materials, copper seems like the next target.</p>\n<p class=\"t-img-caption\"><img alt=\" \" title=\" \" src=\"https://community-static.tradeup.com/news/6d5a9c22548ff3a2e4ef890c7a446f0d\" tg-width=\"990\" tg-height=\"489\"><span> </span></p>\n<p>There are a couple of US-headquartered copper producers that I like, including:</p>\n<p>Freeport McMoRan, <a data-mention-id=\"FCX\" class=\"teditor-mention\" data-mention-name=\"Freeport-McMoRan\" href=\"https://ttm.financial/S/FCX\">$Freeport-McMoRan(FCX)$</a> ...largest U.S. copper producer + deep DoD relevance, has domestic &amp; global mines, + direct leverage to domestic supply chains.</p>\n<p>Ivanhoe Electric, <a data-mention-id=\"IE\" class=\"teditor-mention\" data-mention-name=\"Ivanhoe Electric Inc.\" href=\"https://ttm.financial/S/IE\">$Ivanhoe Electric Inc.(IE)$</a> ..tech-driven mining model, fits the “next-gen mining” narrative + has high upside if US prioritizes new supply.</p>\n<p><a data-mention-id=\"COPX\" class=\"teditor-mention\" data-mention-name=\"Global X Copper Miners ETF\" href=\"https://ttm.financial/S/COPX\">$Global X Copper Miners ETF(COPX)$</a> is also good for broader global exposure.</p>\n<p>But with Trump focusing on America's dominance in copper, I'm focused on US-based producers like IE + FCX.</p>\n<p><a data-mention-id=\"GLD\" class=\"teditor-mention\" data-mention-name=\"SPDR Gold ETF\" href=\"https://ttm.financial/S/GLD\">$SPDR Gold ETF(GLD)$</a> &amp; <a data-mention-id=\"SLV\" class=\"teditor-mention\" data-mention-name=\"iShares Silver Trust\" href=\"https://ttm.financial/S/SLV\">$iShares Silver Trust(SLV)$</a> are ripping, with Copper still lagging.</p>\n<p class=\"t-img-caption\"><img alt=\" \" title=\" \" src=\"https://community-static.tradeup.com/news/714a9dc4b1217e73e504e928dcee29f9\" tg-width=\"918\" tg-height=\"462\"><span> </span></p>\n<p>Copper is the second most used material by the Dept of Defense...saying this again for emphasis.</p>\n<p>And with rising geopolitical risk &amp; supply-chain nationalism, copper becomes a massive strategic asset...</p>\n<p>Watch copper names.</p>\n<h2 id=\"id_4134121557\"><span class=\"color-mark\" style=\"color: rgb(230, 126, 35);\">For SG users only, Welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with unlimited trading on SG, HK, and US stocks, as well as ETFs.</span></h2>\n<p><a href=\"https://ttm.financial/post/507537437684112\" title=\"🎉Cash Boost Account Now Supports 35,000+ Stocks &amp; ETFs – Greater Flexibility Now\" target=\"_blank\" class=\"link rich-text-anchor __anchor-intercept-flag__ text-content-link\">🎉Cash Boost Account Now Supports 35,000+ Stocks &amp; ETFs – Greater Flexibility Now</a></p>\n<h2 id=\"id_2434358027\" style=\"text-align: start;\"><span class=\"color-mark\" style=\"color: rgb(230, 126, 35);\">Find out more here.</span></h2>\n<blockquote>\n <p>Complete your first Cash Boost Account trade with a trade amount of ≥ SGD1000* to get <strong>SGD 688 stock vouchers</strong>*! The trade can be executed using any payment type available under the Cash Boost Account:<strong> Cash, CPF, SRS, or CDP.</strong></p>\n <p><a href=\"https://ttm.financial/link?target=https%3A%2F%2Fsg.tigermarketw.com%2Factivity2%2Fmarket%2F2025%2Fcontra-invitation%3Flang%3Den_US%26useAnimation%3Dtrue\" title=\"Click to access the activity\" target=\"_blank\" class=\"link rich-text-anchor __anchor-intercept-flag__ text-content-link\">Click to access the activity</a></p>\n <p><img src=\"https://community-static.tradeup.com/news/62e040c4d73c741662d709873cd4f330\"></p>\n</blockquote></body></html>","text":"Copper is the second most used material by the DoD. Trump said on July 9th that \"America will once again build a dominant copper industry\". If the US gov't is building strategic positions in critical materials, copper seems like the next target. There are a couple of US-headquartered copper producers that I like, including: Freeport McMoRan, $Freeport-McMoRan(FCX)$ ...largest U.S. copper producer + deep DoD relevance, has domestic & global mines, + direct leverage to domestic supply chains. Ivanhoe Electric, $Ivanhoe Electric Inc.(IE)$ ..tech-driven mining model, fits the “next-gen mining” narrative + has high upside if US prioritizes new supply. $Global X Copper Miners ETF(COPX)$ is also good for broader global exposure. But with Trump focusing on America's dominance in copper, I'm focused on US-based producers like IE + FCX. $SPDR Gold ETF(GLD)$ & $iShares Silver Trust(SLV)$ are ripping, with Copper still lagging. Copper is the second most used material by the Dept of Defense...saying this again for emphasis. And with rising geopolitical risk & supply-chain nationalism, copper becomes a massive strategic asset... Watch copper names. For SG users only, Welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with unlimited trading on SG, HK, and US stocks, as well as ETFs. 🎉Cash Boost Account Now Supports 35,000+ Stocks & ETFs – Greater Flexibility Now Find out more here. Complete your first Cash Boost Account trade with a trade amount of ≥ SGD1000* to get SGD 688 stock vouchers*! The trade can be executed using any payment type available under the Cash Boost Account: Cash, CPF, SRS, or CDP. 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