If I had to choose one approach, I’d go with $Global X Copper Miners ETF(COPX)$ . I prefer getting exposure through copper miners because rising copper prices can translate into stronger margins and potentially amplify the upside, although I’m aware of the added operational and geopolitical risks.
For me, the biggest risks are China’s demand and whether new supply comes online faster than expected. But if supply remains tight while AI and electrification keep accelerating, I think copper could become one of the key long-term infrastructure trades.
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