Copper looks set for a big run higher, which is good news for copper miners and investors but bad news for anyone building anything that needs wiring.

• Deutsche Bank's research chief Daniel Ghali expects copper to climb 50% over the next three quarters.
• Two countries control most of the world's supply, so any disruption hits prices hard.
• Demand keeps growing from data centers and renewable energy build-outs.
• Solar panel makers are switching from silver to copper, which could push silver down in the near term before it recovers.
• Copper has no cheap replacement — engineers will keep using it for anything that moves electricity, even at much higher prices.

Outlook: Copper could double or more from here, and copper mining stocks are likely to be the main way investors play it.