12h • 📊 Industry Analysis
Commodities Report: Copper Prices Are Rising
A new Energy Industry report has been uploaded to the Classroom section (6.2 - Industry Reports).
This report examines the growing gap between copper supply and demand, driven by AI data centers, renewable energy grids, and military spending, while existing mines age and new deposits become increasingly rare and difficult to develop.
Sources: My commentary combined with the following:
[1] The Economist: https://www.economist.com/science-and-technology/2025/02/26/the-skyrocketing-demand-for-minerals-will-require-new-technologies
[2] Financial Times: https://www.ft.com/content/ed785287-c4db-4840-a90b-426fbd41bb5b
[3] Wall Street Journal: https://www.wsj.com/finance/commodities-futures/mining-megadeal-shows-the-world-is-crazy-for-copper-3829316f
[4] Investors Chronicle: https://www.investorschronicle.co.uk/content/c34da52d-7a54-46f5-aa36-0daae29587cd
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Commodities Report: Copper Prices Are Rising
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