Copper sits at the centre of almost every major investment theme of the next decade, from AI data centres and electrification to electric vehicles, renewables and global urbanisation. William Taylor, COO and Portfolio Manager at ETF Shares, joins us to unpack why copper demand is accelerating, why supply is struggling to keep pace, and what it all means for investors looking to gain exposure to one of the world’s most important metals.

In this episode:

00:00 – Why copper is becoming critical to the global economy

02:05 – Introducing William Taylor | ETF Shares

04:09 – AI, data centres and the new source of copper demand

07:43 – Urbanisation, emerging markets and long-term demand growth

10:12 – The global copper supply bottleneck

16:21 – Copper prices, cycles and the investment outlook

27:29 – Why invest in a copper ETF rather than individual miners?

31:15 – Inside ETF Shares’ CPPR copper ETF

ETFs and Stocks mentioned: ETF Shares Global Pure Play Copper Miners ETF (ASX: CPPR), BHP Group (ASX: BHP), Sandfire Resources (ASX: SFR), B2Gold, Newmont Corporation (NYSE: NEM), Northern Star Resources (ASX: NST), Games Workshop Group (LSE: GAW), Tesla (NASDAQ: TSLA), S&P/ASX 200 ETF (ASX: STW)

To find out more about ETFShares Global Pure Play Copper Miners (CPPR), head to their website or look on broker platforms. https://www.etfshares.com.au/products/cppr

The issuer of units in ETFS Global Pureplay Copper Miners ETF (CPPR)(ARSN: 695 413 113) is the responsible entity of the Fund, being ETF Shares Management Limited (ABN 77 680 639 963, AFSL: 562 766). The product disclosure statement (PDS) and Target Market Determination (TMD) for the Fund contains all of the details of the offer of units in the Fund. Copies of the PDS and TMD are available from ETF Shares Management Limited or at www.etfshares.com.au.

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Copper: The metal at the centre of everything with William Taylor

Equity Mates Investing Podcast

Copper: The metal at the centre of everything with William Taylor