#CopperMarket

📈 Copper nearly hit a record high per ton this week, outperforming even gold in 2026.

Why?

Because copper is becoming the metal behind everything:

⚡ Electrification

🚗 EVs

🌬 Renewables

🔌 Grid expansion

🖥 AI data centers

The market is starting to realize that AI is not just software.

It is physical infrastructure built on copper.

🌍 Supply is concentrated in countries like 🇨🇱 Chile and 🇨🇩 DRC, while 🇨🇳 China remains the world’s largest consumer.

Demand is accelerating faster than supply can respond.

If you want to understand which companies are positioned to win this supply race and where capital is flowing next, I break down the top opportunities in my newsletter.

Don’t miss it and Subscribe, link in the below comments.

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