Copper: The metal at the centre of everything with William Taylor
About this episode
The episode discusses the critical role of copper in future investment themes and its implications for investors.
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…
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