www.antena3.ro/economic/metalul-care-a-eclipsat-au

Copper has emerged as the strongest commodity in 2026, rising 15.8% this year, while gold has declined over 4%. This shift is driven by massive investments in AI, military budgets, and geopolitical changes. Analysts are divided on the potential impact of an AI sector correction. The demand for copper is now seen as crucial for national security, with major tech companies continuing to invest despite rising costs. The U.S. is facing a copper supply deficit, exacerbated by proposed tariffs, leading to significant stock redirection. Prices have reached record highs, with forecasts varying widely among banks regarding future supply and demand dynamics.