
Data centre demand reshapes the technology hardware cycle
Capex guidance from hyperscalers is spilling into industrials, power and copper demand forecasts.
By Sophie Lang6 min read
Copper is priced in USD per pound. Pricing reflects the balance between mine and field supply, inventory levels at major exchanges, and industrial demand from the largest consuming economies.

Capex guidance from hyperscalers is spilling into industrials, power and copper demand forecasts.
By Sophie Lang6 min read

Backwardation across three key contracts points to a tighter physical market than the spot price implies.
By Sophie Lang9 min read

A structural view of how Australia and Canada become the reliable supply base for electrification.
By Sophie Lang14 min read

Why Australia and Canada are central to the global clean energy transition.
By Sophie Lang6 min read

The red metal at the heart of electrification and global infrastructure.
By Daniel Whitmore6 min read

Key trends, risks and opportunities shaping the year ahead.
By Meera Raghavan7 min read
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