This Looks Less Like a Rally and More Like the Start of a New Metals Supercycle
中文摘要
AI、电网、机器人及国防需求正同步推动铜需求，预示着新金属超级周期的到来。
English Summary
AI, power grids, robotics, and defense are driving copper demand, signaling the start of a new metals supercycle.
Original Excerpt
AI, power grids, robotics, and defense are all pulling copper demand at the same time. In this kind of market, Wilmac, MetalCore, and NRED… Continue reading on Medium »