Dan Ferris: Copper Could Double – and He Says You Have to Own It

In this week's Stansberry Investor Hour, Dan welcomes Bridget Bennett to the show. Bridget is the digital media producer for MarketBeat, where she tracks down market developments and financial news and conducts interviews for MarketBeat's videos and livestreams. In today's episode, she flips the script and interviews Dan in a special collaboration.

Bridget and Dan kick things off by discussing diesel. Dan says that the commodity sits at the heart of the global energy crisis. And while the lack of diesel fuel will impact fuel for vehicles and powering electricity, there are shortages in other areas as well, such as copper (and, as a result, homebuilding). Between America's diminishing supply and the war in Iran, refiners have been doing well over the past year. Dan says existing owners of refinery stocks should do well as they hold their shares, but he's being cautious about the future as President Donald Trump's plans on banning imports without building new refiners could have a negative impact. (0:00)

Next, the two expand further on the different impacts that the diesel shortage brings. Dan says that the conflict in the Middle East is having a devastating impact on oil production. Not only has production ceased at thousands of Middle East wells, but in many cases, the wells will require expensive rehabilitation because they were shut down so fast. Additionally, AI data centers are voracious consumers of copper. This growing demand is creating a buying opportunity that Dan says you should consider if you're looking at the metal, plus he gives the names of several tickers worth investing in. (18:24)

Finally, Bridget and Dan examine the repercussions of halting U.S. production rare earths and the push to bring it back. The initial offshoring of production due to excessive pollution prevented the U.S. from properly adapting the pollution protocols that companies now utilize, and Dan believes that, in the long term, it was an unwise decision. Dan then talks about gold and the U.S. dollar. Dan says that since the two were untethered, the dollar is going to continue losing value as more money is printed, while gold retains its value. However, as a global currency, the U.S. dollar will be much stronger than competing currencies like the euro, yen, and pound. And Dan says that you should own both dollars and gold. (32:34)