Copper: The Silent Shortage Behind The Silver Rally

Описание: Copper: The Silent Shortage Behind The Silver Rally


On January 21, 2026, silver smashed through $95 per ounce making headlines everywhere—but the real story is happening in copper markets where tech giants like Amazon Web Services, Samsung, and Apple are signing direct supply contracts with mines, bypassing traditional commodity exchanges entirely. This breakdown reveals why copper is transitioning from a cyclical industrial metal to a strategic tech asset, driven by explosive AI data center growth and electric vehicle production that requires 4x more copper per vehicle. With London Metal Exchange inventories down 27% to just three days of global supply, and new mines taking 13+ years to develop, we're facing a structural supply deficit that can't be solved by price spikes alone. While retail traders chase precious metals rallies, the world's largest corporations are securing the physical infrastructure metal that powers the digital future. This is the great decoupling between paper markets and physical reality—and most investors won't see it until it's too late.

DISCLAIMER: This video is for educational and informational purposes only. It is not financial advice. Always consult with a licensed financial advisor before making investment decisions. Past performance does not guarantee future results.

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