INSIGHTS

Market Intelligence

Analysis on global copper supply chains, pricing trends and logistics.

Market Update · 2025-12-10

Fueling the Tiger: Why Direct Copper Supply is Critical for India’s Infrastructure Boom

India’s copper demand is soaring as EVs and infrastructure projects accelerate—making direct copper concentrate sourcing essential for smelters facing tightening global supply.

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Market Update · 2025-12-04

The Hidden Metal Behind the AI Boom: Why Data Centers Are the Next Copper Crisis

AI data centers are driving unprecedented copper demand, creating a looming supply crunch as hyperscalers compete for the metal needed to power next-generation computing.

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