$CQX and Copper’s 17-Year Supply Problem

Copper prices can move quickly. Bringing a new mine into production takes much longer.

The IEA says new copper projects can take around 17 years from discovery to production. It also projects a 25% mined-supply deficit against primary copper requirements by 2035, based on currently announced projects.

That is why I have started looking beyond the major producers.

$CQX recently expanded its Kitimat Copper-Gold Project by 130%, bringing the total land position to roughly 6,801 hectares.

The expanded ground surrounds a large buried conductive anomaly measuring around 1.5 km by 1.5 km, interpreted as a potential concealed porphyry centre. Upcoming geophysical work should help sharpen the targets and guide the next stage of exploration.

My thinking is simple...if the copper market needs more supply in the 2030s, the deposits supporting it need to be identified today.

That makes early-stage explorers like $CQX worth following while the sector searches for its next generation of copper projects.

Would you get in early before drilling, or add after the first results?
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