Nomi Prins — The Copper Developer Located Where the Majors Love (Prinsights, Aug 2026)

One-line take: a fully gated Founders+ monthly recommendation. Copper printed a fresh all-time high at $6.71/lb on COMEX this week (+18% on the year), just under Prins' $7/lb 2026 Prinsights forecast, as US tariff-driven buying met a tightening supply picture everywhere else — but her argument is that for a developer, price is only one input: management, jurisdiction and national/local support decide whether a project actually gets built, which is why she has spent the past year on Argentina. The specific recommended copper developer is named only behind the Founders+ paywall (this account isn't in that tier), so no ticker or pick can be captured. Logged here for completeness; only the public preview text is archived (in transcript.txt).

1. Stocks & names mentioned

This post is fully gated (Founders+ Member plan) — only the public preview is accessible. The recommended copper developer is not named in the public text, and copper, the COMEX contract and Argentina's mining framework are macro references, not securities — so there is no stock table for this post.

2. Key points

Copper at a fresh all-time high

The futures contract touched $6.71 a pound on COMEX this week — "its highest price ever" — up about 18% on the year.
Her stated drivers: tariff-driven buying in the United States meeting a tightening supply picture everywhere else.
The price "now sits just below the $7 a pound 2026 Prinsights forecast" — i.e. her published target for the year is nearly hit with four-plus months to run.

For a developer, price is only one factor

"For investing in a mining developer, price is only one of many factors to consider. Management, jurisdiction, and support at the national and local level all combine to determine whether a project can actually get built."
That buildability filter — not the commodity tape — is what selects the name; the high copper price is the backdrop, not the thesis.

Argentina is the jurisdiction she has been working for a year

"For the past year, we have focused on Argentina as a key government that has moved rapidly to support mining."
The confirming event: "this July, Argentina approved the single largest mining investment in its history, a $9.7 billion copper development," under the framework that has made Argentina "one of the world's most important new destinations for copper investment."
Track record cited for the same location: a silver play added to the Founders+ model portfolio in July 2025 that has appreciated 240%. (Quoted as written in the preview — the subtitle says July 2025 for the silver play and "this July" for the $9.7B approval.)

The pick itself — gated

That Argentina backdrop "is the backdrop for this month's Founders+ recommendation to our model portfolio": a copper developer in Argentina.
The company is not named in the public preview and the body is behind the Founders+ Member plan — no ticker is captured, and none is inferred.

This appearance is a gated Founders+ monthly recommendation; only the public preview is captured (in transcript.txt) for personal study. The recommended copper developer and its thesis are paywalled. Not investment advice. © Nomi Prins / Prinsights for source material.