The Power Allocation

The Copper Crisis No One Is Pricing In


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AI-driven data centers require about four times more copper than traditional facilities. With a global deficit forecast and prices projected to hit $12,500-$13,000 per ton, copper is becoming a critical constraint on AI infrastructure. This episode examines the copper supply chain and its implications for investors.

Key topics covered:

  • AI data centers requiring 4x copper per facility
  • Global refined copper deficit of 150,000 metric tons in 2026
  • JPMorgan and UBS copper price projections
  • Strategic stockpiling and blanket agreements
  • Aluminum as partial substitute for busway systems
  • Related keywords: copper supply data centers, copper deficit AI, copper price forecast, data center materials, copper demand AI infrastructure

    Brought to you by Spring Street Management Group.

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    The Power AllocationBy Spring Street Management Group