Title: The Copper Developer Located Where the Majors Love
Show: Prinsights (Substack) — written post, Founders+ Member (FULLY GATED — public preview only)
Author: Nomi Prins
Date: 2026-08-13
URL: https://prinsights.substack.com/p/the-copper-developer-located-where
Length: written post — no timestamps
Note: Founders+ monthly recommendation post — the named copper-developer pick is NOT capturable (subscription tier gates the body; only the public preview below was readable). Preview text verbatim.
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Subtitle: In July 2025, we added a silver play to our Founders+ model portfolio, and it has appreciated by 240%. This month we're returning to the same location for copper and a strategic developer.

Copper just set a fresh all-time high. This week, futures contract touched $6.71 a pound on COMEX, its highest price ever, up about 18% on the year, as tariff-driven buying in the United States met a tightening supply picture everywhere else. The price now sits just below the $7 a pound 2026 Prinsights forecast.

However, 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. For the past year, we have focused on Argentina as a key government that has moved rapidly to support mining.

And 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. That is the backdrop for this month's Founders+ recommendation to our model portfolio.

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