Sean Brodrick–Strong Move Higher In Gold, Silver, Copper, Critical Minerals, Space, & Defense Stocks
The KE Report Aug 12, 2026
Summary
The guest argues precious metals have further to run, framing the pullback as a buying opportunity ahead of the Q1 'top' debate.
AI infrastructure offtake is projected to lift silver demand from 8.5M oz (2022) to 41.5M oz this year, with copper also benefiting.
Copper made a new all-time daily high yet copper stocks lagged, while Freeport's Grasberg water issues appear resolved.
The guest prefers revenue-generating producers over pre-revenue juniors, warning that rallies tempt dilutive share issuance.
Critical minerals and next-gen defense names are favored on geopolitics and a White House push to ramp procurement.
Sean Brodrick's takeaways
- Top takeaway The guest argues a broad rebound across gold, silver, copper and critical minerals is underway, driven by the recent US dollar correction and a view that rates will stay on hold through the midterms.
- He expects the imminent CPI print to be hot and to trigger a gold pullback, which he would treat as a buying opportunity.
- He is bullish on silver, citing AI-related offtake estimated at 41.5 million ounces in 2026 versus 8.5 million in 2022 and noting AI demand is now replacing solar-driven silver demand.
- He is constructive on copper — citing all-time highs, Chilean mine production problems and demand from AI and electric-power build-outs — and confirms he is long Freeport-McMoRan.
- He highlights next-gen defense as a separate opportunity, pointing to a White House push for contractors including Lockheed Martin, Boeing and RTX to accelerate output on a 21-day timeline.