Latest / The Commodities Economy with Fexingo: Oil, Gold, Wheat, and Raw Material Markets
The Copper Shortage Squeezing Global Manufacturing
Lucas and Luna unpack why copper prices are hitting record highs in October 2026 despite a cooling global economy. They examine the structural supply deficit, the impact of green energy mandates on raw material demand, and how this commodity squeeze is reshaping manufacturing costs for everything from electric vehicles to consumer electronics. The hosts analyze specific data points from recent market movements to explain why this shortage feels different from previous cycles.
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The skinny
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