Correct. It’s not just AI and hyperscalers
Copper faces challenges from declining ore grades, labor issues, and underinvestment
It all leads to potential supply squeezes.

the next commodity to go full bulltard is probably #copper imo.
structural supply deficit even without the insatiable AI demand and price already breaking out of a 20 year range.
commodity supercycle (real)

Bluntz

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