copper
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Copper in the AI-Industrial Era: Why the World Is Running Out of the Metal That Powers Everything
Copper has entered a new macro-industrial regime. AI data centers, global grid expansion, renewable infrastructure, collapsing ore grades, and a decade of underinvestment have fused into a structural deficit that will define the next decade. This is the deep technical and strategic picture as of November 2025.
Published Dec 3, 2025
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The Quiet Repo Surge: $14.75B SRF Tap + $30B Liquidity Pulse Signals the New Regime
In three trading days, the Fed silently pushed nearly $45B through the repo window — including a $14.75B SRF tap and a ~$30B overnight repo spike. This wasn’t panic. It was collateral lubrication for America’s reindustrialization cycle — compute, power, copper, grid. The new liquidity regime is here.
Published Nov 3, 2025