Chris Curl,
Editor
March 19, 2026
Copper right now is acting like the story’s over.
I don’t buy that. And neither does the Digital Dispatch portfolio.
If you zoom out for a second and look at what’s actually happening in the real world, it’s hard to ignore what’s happening. We’re trying to run a power-hungry AI boom on top of a grid that was never designed for it. At the same time, we’re pushing EV adoption, expanding transmission, building out data centers, and reshoring manufacturing.
All of those trends point to the same bottleneck: you don’t get more electrification without a lot more copper.
That’s why I don’t think the copper bull market is done. I think it’s just moved into a different phase… one where the easy trades stop working, and the real money goes to people willing to get precise.
A year ago, when copper was all over macro Twitter, you could just buy a broad ETF and feel like you had it figured out. Now it’s more nuanced. You actually have to ask: which projects are real? Which teams can execute? Which assets are in places where they can realistically go from idea to production?
That’s the kind of work Digital Dispatch has been leaning into.
Inside the portfolio, copper isn’t just a vague “we like commodities” take. It shows up as real positions in developers that have already proven they’re more than just a pitch deck. Some of those names were picked up before anyone was really paying attention, and they’ve already moved several hundred percent from the original entries.
But the point isn’t just that they’re up. It’s how they were picked: before copper became obvious again, before the market decided these were “must-own” names.
One of those positions started as a low-priced developer with a legitimate asset in a stable jurisdiction. This is the kind of company most investors ignore until it’s already up 3–4x. Instead of waiting, we got in when the risk/reward was clearly skewed, then let the position grow as the thesis played out. Now it sits as one of the clearest expressions of the idea that copper’s story is far from over.
Another name in the portfolio is smaller and more volatile: higher beta, more sensitive to sentiment, but with a lot more upside if this really is just the middle of the cycle. Instead of going all-in or avoiding it completely, it’s treated for what it is: a tactical position, sized carefully, with risk in mind.
Put those together and you start to see the difference.
This isn’t a newsletter just saying “copper is bullish” and leaving it at that. It’s a live portfolio with real capital behind specific names, with clear entries, exits, and reasoning.
And zooming out, copper is just one piece of a bigger picture.
Digital Dispatch is built around a simple idea: the next decade belongs to the stuff that makes the digital world physically possible: chips, power, materials, automation, space infrastructure, crypto infrastructure. Copper sits right in the middle of all of it. It shows up in data centers, EVs, grid upgrades, and energy systems.
So when copper pulls back, the easy reaction is to say, “that trade’s over.”
The more interesting reaction is: this is where you separate tourists from operators.
Tourists leave when the chart looks bad. Operators use that window to build positions in the projects and companies that will matter when supply tightens again and demand keeps pushing higher.
That’s the moment Digital Dispatch is leaning into right now and why it’s a compelling place to be if you believe the world still doesn’t have enough copper for what’s coming next.
If you’re looking for the exact tickers, entry points, and ongoing thinking behind those positions just look inside the portfolio and monthly issues.
Also, read our two reports highlighting these unique junior miners that are pumping copper straight out of the ground. They’re included in your subscription.
Click here if you want to follow the story beyond the headlines.
Keep coming back,
Chris Curl
Editor, Bizarro World