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Copper: The Silent Engine of AI and Energy
Copper’s not just old-school—it’s the silent engine powering AI, electric cars, and modern grids. Demand could soar from 34 million to over 42 million metric tons by 2035, fueled by tech, EVs, infrastructure, and defense. Known as “Dr. Copper,” its price often mirrors economic health. Chile leads production, with China dominating smelting, but mining’s environmental toll and long development cycles (up to 17 years) add risk. Still, with AI alone gobbling up 5% of global output, copper’s future looks bright—if geopolitics and rates stay calm. Support the show:Get a discount at…
The skinny
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