Global Supply Shock

#finance
#financement

Copper prices are close to record highs, but there’s something unusual happening in the global market.

Huge quantities of copper have been flowing into the United States as traders prepare for the possibility of new tariffs. Meanwhile, buyers elsewhere are facing tighter supplies and higher costs. How can the world have a copper surplus and a supply problem at the same time?

In this video, I look at what’s driving the disruption, why China is feeling the pressure, and what it could mean for the cost of electricity networks, construction and the rapidly expanding AI industry. I also look at the International Energy Agency’s warning about a potential longer-term copper shortfall.

What do you think? Are countries right to secure supplies for themselves, or could these policies make the problem worse? Let me know in the comments.