Is the Copper Rally a Bubble? What the Data Shows
Quick AnswerNo — copper’s 2026 rally is not a classic speculative bubble. It is a supply-driven bull market, anchored by a real mine disruption and structural electrification demand, with speculative and tariff-driven amplification on top. Prices remain vulnerable to a correction if Chinese demand stays weak or U.S. tariff policy shifts. The Short Answer: Not … Read more