The Copper Crisis No One’s Talking About
Supply vs. Demand: The Numbers Don’t Lie
- Global Demand: 28M tons/year (up from 20M in 2020) (ICSG Report)
- Deficit: 1.5M ton shortfall projected for 2025
- Price Impact: Copper at $4.50/lb (vs. $3.20 in 2023)
Luca Mining’s Game-Changing Project
Tahuehueto Mine (Mexico):
- Grade: 2.8% copper (vs. 0.8% industry average)
- Potential Output: 50M lbs/year (enough for 500K EVs)
- Rio Tinto Partnership: $75M funding secured for Phase 2 expansion
Financials That Defy Expectations
- Cash: $20M (zero debt)
- Burn Rate: Only $2M/month (10+ months runway)
- Upcoming Catalysts:
- August 2025: Updated resource estimate
- November 2025: First production
How to Trade It
Entry Strategy:
- Core Position: $1.50-$1.70
- Aggressive Add: If copper breaks $5/lb
- Exit Plan:
- Take 50% profit at $3.00
- Let remainder ride to $5.00 (2-3 year hold)
- Stop Loss: $1.20 (20% risk)
"Luca isn’t a gamble—it’s a calculated bet on the most important metal of our lifetime."
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