Money managers increased their bullish bets on copper to the highest since December before prices traded on New York’s Comex climbed to a fresh record high https://t.co/2L8Af4TANO ...

Copper extended its retreat from a record-high close as accelerating US inflation reduced the chance of rate cuts and a stronger dollar make the metal more expensive for many buyers https://t.co/CYd1RyGJOS ...

THE METAL NOBODY'S WATCHING JUST HIT AN ALL-TIME HIGHCopper closed at a record $6.4605 per pound Monday, rising over 2% to an intraday high of $6.509. The metal is up more than 13% on the year while every headline stays glued to oil and gold.CFTC data from April 18 showed speculative copper longs surging from 40,200 to 55,100 contracts, with positioning continuing to build. The copper-oil ratio shows the market betting industrial demand outlasts the Iran war premium.Copper is pricing in AI data centers, gri ...

lithium, copper, & uranium all seem like layup trades tbhlithium == batteries/energycopper == wiring for grids & chipsuranium == fuel for nuclearWill (@WClemente):Lithium quietly broke out last night during Asia session while everyone is focused on memory. National security and energy independence needs converging with tech build out & commodities flows.(disclosure have been long adjacent names since Iran war started) https://t.co/jmcWHpzPw6 ...