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Tech-Rocks Pt.3: How Commodities And AI Lead to More of Both
AI data centres devour copper, lithium, rare earths. Meanwhile, AI tracks the minerals it needs. The feedback loop is just beginning.
Commodities
Still Time to Add Second-Tier Copper Stocks
Supply disruption in 2025, helping to drive copper prices higher this year… Look for the second-tier players to maximise returns
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Technology
Tech-Rocks Pt.3: How Commodities And AI Lead to More of Both
AI data centres devour copper, lithium, rare earths. Meanwhile, AI tracks the minerals it needs. The feedback loop is just beginning.

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