---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000910563.md"
description: "$Taseko Mines(TGB.US)Is a Copper Shortage Coming? 👀CONTEXTCopper is gaining attention as supply struggles to keep pace with growing demand from power grids, electrification, renewable energy and AI data centres.The world hasn’t run out of copper, but the longer-term outlook is tightening. New mines can take years to develop, while existing producers face declining ore grades, rising costs and operational disruptions.That makes TGB, formerly Taseko Mines, particularly interesting.The company recently rebranded as Trekor Metals to reflect its growing business and expanded North American asset base. With Gibraltar already producing and Florence Copper ramping up, Trekor is evolving into a multi-asset producer just as concerns over future copper supply are intensifying.The timing could prove significant. If copper becomes increasingly scarce, dependable production from stable North American operations may become even more valuable.MY TRADEThis remains an open position in my Longbridge portfolio.The stock has pushed through the psychological $9 level after repeatedly testing it. I’m now watching whether that former resistance can become support.TAKEAWAYA potential copper shortage supports the broader thesis, but a strong commodity story should not replace company-level research.For now, I’m letting the trade play out while watching whether copper’s momentum and Trekor’s operational progress can support another leg higher."
datetime: "2026-09-23T04:50:54.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000910563.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000910563.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000910563.md)
author: "[Jeanine](https://longbridge.com/en/profiles/24640925.md)"
generator: "portal-rs"
---

# $Taseko Mines(TGB.US)Is a Copper Shortage Coming? …


### Related Stocks

- [TGB.US](https://longbridge.com/en/quote/TGB.US.md)

## Comments (5)

- **Captain Leo · 2026-09-23T11:14:11.000Z**: Posting a position that is still open, with the level you care about named in advance, is the part people talk about and rarely do. If $9 gives way instead of holding, what is the plan for TGB?
  - **Jeanine** (2026-09-24T05:39:54.000Z): It did fall below $9 intraday, but recovered and closed back above the level post market. I’m treating $9 as a support zone rather than a hard stop so a brief dip below it wouldn’t automatically chang
  - **Captain Leo** (2026-09-24T10:29:01.000Z): Treating $9 as a zone instead of a hard stop, and naming what would make you reassess, is a plan anyone can borrow.
- **Moose_ · 2026-09-23T06:46:17.000Z**: for a single asset producer the swing factor is the strip ratio and grade trend at the main pit, disclosed quarterly, more than the copper price call itself.
  - **Jeanine** (2026-09-23T09:11:55.000Z): That’s a fair point for Gibraltar, its grade and strip ratio can have a major impact on quarterly performance. But with Florence Copper now in commercial production, Trekor is no longer solely reliant


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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**