Latest / The Commodities Economy with Fexingo: Oil, Gold, Wheat, and Raw Material Markets
Why Copper Is Selling Off Despite the Energy Transition
Episode 63 of The Commodities Economy digs into copper's surprising 2.2% weekly decline to $6.34 per pound, even as the energy transition narrative remains intact. Lucas and Luna explore two competing stories: short-term demand weakness from China's property sector versus long-term structural demand from electrification and AI infrastructure. They reference the 10-year breakeven inflation rate falling to 2.25 percent, and discuss how copper's dual identity as both a cyclical bellwether and a green metal creates confusion. The episode also touches on silver's 7.4 percent…
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