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FCX — Ruslan Averin's Analysis · 1 entries

  1. Copper at $6.41/lb: Why AI Data Centers Are Igniting a Supply Supercycle
    ·8 min read

    Copper at $6.41/lb: Why AI Data Centers Are Igniting a Supply Supercycle

    Copper is up 37% YoY at $6.41/lb. AI data centers need 27–33 tonnes per MW. Here's the demand math — and the mine supply reality.