Copper's AI and tariff-driven demand surge
The bull case argued: Copper demand is being supercharged by AI data center build-out and speculation over US tariffs, creating a tight market that is vindicating miners' strategic bets.
Keep reading this one
You've read the thesis and who argued it. A free account opens the argument, what validates it, the risks the show raised, and the moment in the episode where it was said — 3 ideas in full a day, no card.