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COPPER News 3 articles

● NEUTRALTIER 1Jul 14, 00:00

$6.31 a Pound. Nobody's Talking About the Wire.

Copper doesn't get the press oil gets. But the AI buildout needs wire — 50,000 tonnes of it per data center — and the supply deficit is widening. Codelco is charging record premiums. The LME all-time …

The Meridian

● NEUTRALTIER 1Jul 14, 00:00

The Backdoor AI Trade Is Yellowcake

Spot uranium at $85.60. Term contracts at $90. Enriched uranium at an all-time high of $190 per SWU. The AI data center buildout needs gigawatt-scale baseload power — and nuclear is the only answer th…

The Meridian

● NEUTRALTIER 1Jul 14, 00:00

Solar Is Using Less Silver. The Deficit Is Getting Worse.

Silver at $59.08, up 57 percent year over year — even as solar cuts usage by 19 percent. The deficit is structural. The supply isn't growing fast enough. That's the whole story.

The Meridian