Copper, AI Infrastructure – Strategic positioning: Long / Longer / Longest
February 27, 2026 • George Griffiths
Throughout 2025, copper’s rally was anchored to the narrative around AI infrastructure build-out and the substantial volumes of physical metal required to support it. Data centres, transmission upgrades, substations and cooling systems are all copper-intensive, and the theme has attracted significant capital. At prices above USD 13,000, copper appears to[...]