The Land Cycle's Bellwether Metal Soars to New Highs.. What's Ahead? In-depth with Andrew Pancholi
- Catherine Cashmore
- Jul 12
- 57 min read
Finally we have the breakout in copper prices that we were expecting to see.
I argued in the LCI Report All The Major Time Cycles End Here: 2026/7 and also here - What Copper’s Record Highs Are Telling Us About the Land Cycle Peak, that the LCI forecast maintains that copper prices have to trend to higher highs, before we reach the peak of this cycle!
And after prices dropped sharply in April, with futures losing 8.4% - the steepest monthly decline since June 2022 – it finally broke out.
On Tuesday, July 9th, copper surged over 10% in a single day, briefly hitting $5.896 per pound after Trump announced plans for a sweeping 50% tariff on copper imports to the United States.
The recent spike has lit up the charts for those tracking the convergence of major economic patterns!
I’m talking about the 18.6-year land cycle of course, and the longer 54-year Kondratieff wave in particular, which always ends in a commodity super-cycle.
The Bellwether Metal that Leads the Land Cycle
Remember - Copper is the Bellwether land cycle metal....! It underpins the infrastructure of modern civilisation. Demand for Copper ramps up before the land cycle peak, and drops off prior to the fall - making it an excellent leading indicator.
This is because copper has exceptional electrical conductivity, making it indispensable in power grids, electric vehicles, renewable energy systems, data centres..
There’s no viable substitute to copper in most applications - that’s why copper is called “Dr. Copper.”
When its price rises, it signals strong industrial demand, and looming supply constraints just at the point of the land cycle when it’s needed most.
Every major peak in the land cycle has been preceded by Copper hitting major highs..
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