The Invisible Winners of the Green Energy Era: Why is Smart Money Hoarding Copper?

The clean energy revolution is quietly changing the global commodity market. According to S&P Global, copper demand is expected to surge by 82% between 2021 and 2035—what logic lies behind this figure?

It's simple: copper is the lifeblood of green energy infrastructure. Solar panels, wind turbines, electric vehicle batteries, charging networks… these pillars of new energy cannot do without copper. Moreover, copper has four major advantages - the strongest conductivity (invincible among non-precious metals), strong plasticity, 60% higher thermal efficiency than aluminum, and can be recycled infinitely.

But there is a paradox here: Copper prices have recently fallen. As the world's largest copper consumer, China's weak demand has dragged down the entire market. The March copper has even fallen to its lowest point since mid-November.

For investors, this is actually an opportunity. If you are optimistic about the long-term green energy trend, you can gain exposure to copper through ETF allocation:

• CPER: Directly tracks copper futures, the purest.
• COPX: A collection of copper miners, including leading companies like Freeport (with a scale of $1.4 billion)
• COPJ: Small-scale miners, more aggressive
• ICOP: Copper + Other Metal Mines, Blackstone Management (Fee Rate Only 0.47%)
• PICK: A diversified metal miner, not just copper

Now is a good time for reverse layout - by the time the market reacts to the demand for clean energy, it may already be too late.