Markets: Commodities
Indexable titles and thesis summaries. Interactive reading (charts, FX) lives in the reader app.
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Metals in AI infra: origins, S&D, refining & costs | 2026 deep dive
Copper ~5.2% of AI DC CapEx; tin most fragile (8.2/10 scarcity). Eight charts + five tables: origins, refining (China ~57% Cu), costs, downstream BOM, equity map. Links nonferrous / copper / AI infra notes.
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Copper S/D deep-dive & international price/mine outlook | 2026
ICSG sees refined surplus 2026–27 while LME prints near $14k; US stockpiling distorts regional balances. See #references. Also nonferrous.
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Nonferrous metals deep dive · 2026 H2 update (Aug 2026)
Cu near $14k: ICSG surplus vs US stockpiling; Al mid ~$3300; Li/Co/Sn diverge. Links copper S/D and battery packs. #references updated.
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Copper: Supply constraints & grid CapEx map
LME copper ~$4.62/lb (Aug 2026); grid CapEx and new-energy wiring support the medium term; near term still USD / China property sensitive. See copper S&D outlook.