AI, Copper, and the Energy SupercycleCopper FuturesCOMEX:HG1!ChastonMattaThe rise of Artificial Intelligence is more than just a tech story, it’s also a massive commodities story. AI adoption requires massive infrastructure buildouts... high-performance data centers, advanced semiconductors, and power-intensive cloud networks. Each of these components relies heavily on copper for wiring, cooling systems, and energy transmission. At the same time, AI-driven demand accelerates the broader electrification trend... more servers, more grid upgrades, more renewable energy projects, all of which are copper-intensive. Historically, copper has been a reliable barometer for economic expansion, often called “Dr. Copper” for its ability to forecast global growth. But in this cycle, demand is not just cyclical it’s structural. With supply growth constrained by limited new mining projects and rising costs of extraction, the long-term balance is setting up for potential substantial price appreciation. The same story applies to energy : AI and cloud computing are electricity-hungry, and global utilities are already projecting significant demand spikes. This suggests that both copper and energy markets could be among the biggest beneficiaries of the AI-driven decade ahead. For traders and investors, the takeaway is pretty clear...while the headlines are dominated by AI’s impact on technology stocks, the real long-term winners may lie in copper and energy markets which are the raw inputs powering the digital revolution. HG1!