⛏️ Copper Goes Parabolic: Can Arizona Sonoran Catch the Breakout?

Welcome, Investors!

In the wake of President Trump’s shock announcement of a 50% import tariff on copper, COMEX futures catapulted as much as 17% intraday, closing the day up 12% at an unprecedented $5.89/lb. This wasn’t just a rally. It was copper’s biggest one-day gain since 1989, a parabolic move driven by a sudden policy shift, global supply fears, and speculative fervor.

For investors now hunting for a U.S.-based small cap that’s built to capitalize on this new tariff-fueled copper reality, meet Arizona Sonoran Copper (TSX: ASCUF) a rising junior with deep resources, shovel-ready economics, and exactly the kind of domestic footprint that could thrive inside the new tariff wall.

Here’s why $ASCUF stands out as a small-cap copper play built for America’s new supply-first era:

📍 Domestic Leverage Advantage – ASCU’s Cactus Project is based in Arizona, squarely within U.S. borders. That means it’s shielded from the newly announced 50% import tariffs and positioned to sell into a premium-priced domestic market.

🛢 Billions in the Ground – With over 11 billion pounds of copper across Measured, Indicated, and Inferred categories, ASCU controls one of the largest development-stage copper resources in North America held by a junior.

📈 PEA-Proven Economics – At just $3.90/lb copper, the project already boasts a post-tax NPV of $2.03 billion and 24% IRR. At current spot prices (~$5/lb), those numbers could leap toward $3B+ in value.

🧭 Full Development Pathway – With aggressive drilling, an imminent Pre-Feasibility Study, and private land positioning, ASCU is not just a copper story—it’s a shovel-ready rerate candidate as the market seeks near-term producers.

As copper enters a new era of geopolitical pricing and U.S. supply premium, Arizona Sonoran stands out, not for hype, but for hard numbers, strategic location, and timing that couldn’t be more critical.

Here’s why this story deserves a closer look.

Matthias Schneider
Editor at Analytica Investor