(March, 2025 Stock Pick)
The 2024 Trump election has stirred many discussions about the future of the economy, particularly regarding natural resources and technology. One area where his policies may significantly affect is the demand for copper, a key material in both traditional infrastructure and emerging technologies like AI.
Trump’s Impact on Copper Demand
Under Trump’s leadership, there has historically been a focus on bolstering American industries, including mining and resource extraction. This focus could drive demand for copper, which is critical for a range of infrastructure projects, including electric grids, buildings, and manufacturing. Trump’s pro-business stance and potential deregulation policies could favor the mining sector, potentially increasing copper extraction and trade.
AI and Data Centers Driving Copper Demand
On the technology side, AI’s rapid growth is expected to require massive amounts of copper, particularly for data centers that power AI-driven applications.
With the AI boom, the demand for copper in these sectors is expected to increase significantly, as more data centers are built to handle the growing need for computing power.
The world’s copper reserves are depleting, and according to MetalMiner the demand for copper will increase by about 40% by 2040.
There’s no doubt that simply recycling copper won’t cover the demand for it…new discoveries will need to be made.
Why Canada Will Thrive In a Copper Deficit By Supplying the U.S. (amidst the tariffs)
In recent news release on February 3rd by “Capital Brief”, “Citigroup Inc. sees higher US copper prices after Trump tariffs.” – CITI Bank (SOURCE)
The brokerage said the US has a significant import reliance on Canada for copper.
In 2023, Canada exported a total of $87 Billion in minerals to the U.S. This was 56% of their total exports for the year, and it will only increase during the copper deficit predicted by market commentators.
Canada’s mining industry is one of the largest in the world, and it plays a vital role in meeting the US’s demand for copper, especially as both countries continue to focus on infrastructure and technological advancements.
Trump advocated for better deals for the US, but this didn’t significantly disrupt the flow of resources from Canada, which is one of the US’s top trading partners for copper.
With Trump’s return to office and the implementation of new tariffs, the stage is set for a bullish copper market.
The combination of infrastructure expansion, AI-driven demand, and potential supply chain shifts due to trade policies could create a perfect storm for rising copper prices. Investors looking to capitalize on this trend should be focusing on companies with strong copper assets, particularly those in North America, where supply chains remain stable despite global uncertainties.
This brings us to one of the most compelling copper opportunities in the market right now – investing in emerging copper mining companies.
3 Copper Stocks To Watch in 2025
Teck Resources: A Stable Major Player
What Needs to Happen in 2025 for Teck to Grow:
- Successful ramp-up of the Quebrada Blanca Phase 2 expansion.
- Higher copper prices driven by global demand.
- Further investments in renewable energy and EV-related projects.
A key part of this expansion is increasing its copper production in British Columbia (B.C.), where Teck already operates the Highland Valley Copper mine and has made strategic investments in junior explorers, including Kodiak Copper (TSXV: KDK).
Teck’s ownership stake in Kodiak Copper is strong endorsement of the junior explorer’s potential.
Amarc Resources (OTC: AXREF): 188% Stock Increase in 1 Day
Amarc Resources Ltd. has recently announced significant developments at its JOY Copper-Gold District in British Columbia. On January 17, 2025, the company reported the discovery of a new high-grade, gold-rich porphyry copper-gold-silver deposit named “AuRORA,” in collaboration with Freeport-McMoRan.
Following this, on January 20, 2025, Amarc released additional drill results from the AuRORA deposit, further confirming its potential.
These announcements had a notable impact on Amarc’s stock price. On January 17, 2025, the day of the initial discovery announcement, the stock price surged from C$0.25 to C$0.72, marking an increase of approximately 188%. The following day, the stock reached a high of C$0.92 before closing at C$0.71. In the subsequent weeks, the stock price stabilized, trading between C$0.60 and C$0.70.
These developments underscore the market’s positive response to Amarc’s exploration success at the JOY District.
Big news can have big effects on stock price, especially with small cap stocks like Amarc.
Kodiak Copper (OTCQB:KDKCF) The Biggest Growth Potential
Kodiak Copper, a junior exploration company, is focused on its 100%-owned MPD copper-gold porphyry project in British Columbia. The company’s exploration results indicate strong potential, with higher-grade zones identified at multiple targets, including the Gate, West, and Adit zones.
Why Kodiak Copper Has the Most Upside in 2025:
- Maiden Resource Estimate – Kodiak plans to release its first mineral resource estimate in 2025. If the estimate confirms a large-scale copper deposit, the stock could experience a major revaluation.
- Exploration Success – Ongoing drilling could reveal further high-grade copper zones, attracting more investor interest.
- Potential Acquisition Target – With significant industry interest, Kodiak could become a prime takeover candidate.
- Strategic Investments – Backing from Teck Resources and other industry players signals confidence in Kodiak’s long-term value.
Conclusion: The Best Copper Stock for 2025
Teck Resources offers stability and steady growth. However, Kodiak Copper presents the most significant risk/reward leverage, with 2025 poised to be a transformative year due to its exploration results and upcoming resource estimate. If Kodiak delivers on its milestones, it could emerge as the most attractive copper stock for investors seeking high growth in the sector.
According to Richard (Rick) Mills from aheadoftheherd.com, there is no reason why investors won’t do very well owning some $KDKCF (US) or $KDK shares in their portfolio.
“We see no reason why investors won’t do very well for themselves owning KDK; in our opinion it’s an example, brought to you by AOTH, of what patient investors who know how to invest in this sector are paying attention to.” – Richard (Rick) Mills from Ahead Of The Herd
Orbiton Ticker Buttons
References:
- Kodiak Copper Investor Presentation
- Amarc Resources
- Stock Analysis
- Natural Resources Canada
- Ahead of the Curve
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