Group 1 - Trump plans to impose tariffs on specific industries, including a 50% tariff on copper and up to 200% on pharmaceuticals, aiming to reduce reliance on foreign supplies and ensure national security [1] - The U.S. Commerce Secretary announced that the copper tariffs will be implemented in late July or August 1, with investigations into pharmaceuticals and semiconductors expected to conclude by the end of the month [1] - Copper is critical for military equipment, electric vehicles, data centers, and power networks, highlighting its importance to U.S. defense and emerging technologies [1] Group 2 - The global semiconductor industry faces a new supply chain crisis due to droughts affecting copper supply, with a report indicating that climate-related disruptions could impact 32% of global semiconductor capacity by 2035 [3][4] - Chile, the largest copper producer, is grappling with water shortages that threaten production, with 25% of its copper production currently at risk, projected to rise to 75% in ten years [5][6] - If material innovations do not adapt to climate challenges, the risk of copper supply disruptions will continue to escalate, affecting major copper-producing countries [7]