I would look into companies that also have mines. From Sweden, you can find the likes of Boliden and Lundin Mining Corporation.
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The United States now states that the processing of critical minerals and products derived from them (e.g., battery chemicals) constitutes a âsecurity riskâ if they are imported in excessive quantities from abroad.
Other countries have been given 180 days to reach an agreement on the matter, and if no agreement is reached, the US may impose tariffs, restrict imports, and even set price floors. The idea is to reduce reliance on foreign supply chains.
Companies mentioned in the tweet: American Resources Corporation, Energy Fuels, Metalla Royalty & Streaming, MP Materials, Metalla Royalty & Streaming, and Ucore Rare Metals
https://x.com/cekdrew/status/2011555219482476609
Link in the tweet:
Otherwise, I wouldnât have posted the things below, but since you kind of âaskedâ. 
In the story below, Stifel predicts a copper supply shortage this year.
Therefore, the article recommends three companies (though very little is said about them); the recommended companies are: Foran, Meridian, and Atex. Not companies Iâm familiar with, at most just by name.
McGill says Foranâs 2026 production ramp âhas seen ~20bps P/NAV expansionâ in similar cases. âWe think the complexity of ramping a 5ktpd mine/mill is significantly less than larger-scale Canadian operations, with history suggesting a quicker path to design throughput,â the analyst wrote.
For Meridian Mining, Stifel sees âa strong rerating story through 2026 as Cabacal marches through engineering and permitting milestones.â
Meanwhile, McGill says Atex offers leverage to high-grade exploration.
And these havenât really been discussed on the Forum either. Here are the companiesâ âinvestor pagesâ:
ATEX Resources, Inc. is a mineral exploration company engaged in the acquisition, development, and commercialization of projects throughout the Americas. It has a stake in the Valeriano project. The company was founded on January 20, 1981, and is headquartered in Toronto, Canada. (source: Nordnet)
Foran Mining Corp. is engaged in the acquisition, exploration, and development of mineral resource properties. Its projects include the McIlvenna Bay project, VMS Primer, Bigstone, and Hanson. The company was founded on June 21, 1989, and is headquartered in Vancouver, Canada. (source: Nordnet)
Meridian Mining Plc is engaged in the acquisition, exploration, development, and mining of gold and copper. Its projects include Cabaçal, Espigão, and Ariquemes. The company was founded on December 16, 2013, and is headquartered in London, United Kingdom. (source: Nordnet)
And then there was also the Metso I mentioned earlier; if you start reading the thread from that point in the link, youâll come across many copper news stories and announcements.
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A bill has been introduced in the United States to establish a mineral stockpile worth $2.5 billion. The amount sounds quite small, but perhaps itâs a kind of âinitial stake.â
The project aims to counter Chinaâs dominant position and stabilize/moderate prices for raw materials critical to, for example, electric vehicles and the defense industry. The intention is to support domestic production and create a suitable price level that would protect the market from external price manipulation and ensure security of supply.
The bill prioritizes recycled material, but minerals extracted from mines would be eligible. Allied countries would be able to join the reserve if they contributed at least $100 million.
Minerals could be sold for private-industry or defense purposes. Any profit would be used to buy more minerals and keep the stockpile active in perpetuity.
US lawmakers introduce bill to create $2.5 billion critical-minerals stockpile | Reuters
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As can be seen from the tweet, copper prices have historically always surged alongside major structural shifts, and we are currently in the midst of just such a âshift.â
The green transition, electric vehicles, and the data centers required by AI are âconsumingâ copper at a record pace, yet it is impossible to establish new mines quickly enough.
A sharp deficit lies ahead, which will drive up prices and offer investors high-level opportunities, even though prices have already risen significantly.
https://x.com/moninvestor/status/2015082501333754140
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Chile is the worldâs largest copper producer, but even there, copper production is decreasing further, as can be read below; reasons include bureaucracy, old mines, declining ore grades, etc.
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Hannu Angervuo has been writing about metals in relation to their appreciation in value; the article covers gold and copper, as well as some silver and palladium.
The largest producer of palladium is South Africa, where ongoing power outages have hindered the expansion of production. Metal market experts recommend, for instance, investing in palladium because increasing its production rapidly is relatively slow, while demand is on the rise.
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Quite a fun/entertaining and interesting tweet about the ârelationshipâ between gold and copper
https://x.com/KatusaResearch/status/2017090577335275529
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Copper prices fell as investors once again began to doubt Chinaâs demand side. Inventories grew and copper has been so expensive in China that purchasing has slowed down; additionally, more copper is expected on the market anyway and Chinaâs production is predicted to grow this year.
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Merger talks between Rio Tinto and Glencore fell through yesterday due to disagreements over the purchase price. This was already the third time the companies have negotiated a merger. https://www.reuters.com/business/glencore-rio-abandon-merger-talks-2026-02-05/
Bloombergâs Javier Blas laments the collapse of the merger in his piece, as it would have created a more balanced entity if realized; according to him, too large a share of Rio Tintoâs business is in iron ore and Glencoreâs in coal mines. https://www.bloomberg.com/opinion/articles/2026-02-05/rio-tinto-and-glencore-are-both-losers-as-deal-fails-for-fourth-time?srnd=homepage-europe (paywall)
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