Copper becomes a strategic commodity as AI, grid expansion and defence spending grow
According to Portfolio, copper is increasingly a strategic commodity as AI spreads, power grids expand and defence spending rises. It says the fall in star stocks does not threaten copper's future (20 October 2026).
Who is affected and how
- supplier
- For copper-intensive products such as cables and transformers, it is worth locking in raw-material purchasing.
- energy specialist
- The copper demand of grid expansion is a cost risk for projects.
Sources
- Despite the plunge in star stocks, this won't shake the future of a key raw material - Portfolio.huportfolio.hu · Oct 20, 2026 · magyar
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