Calls
1
James Attwood
Bloomberg News Senior Commodities Reporter
Win Rate
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return
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jan 15
$82.20
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James Attwood explains that copper demand is being driven by AI data centers, electricity grids, renewable energy, EVs, and defense spending. S&P Global forecasts data center capacity to nearly quadruple in coming decades, with AI and defense demand roughly tripling copper demand by 2040 and adding 4 million tons of new consumption. Supply is projected to peak in 2030 unless new technologies like Rio Tinto's Nuton leaching or recycling scale and billions are invested in new projects, creating a structural supply gap and upward pressure on prices.
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James Attwood has 1 trade ideas tracked on Buzzberg across 1 tickers since January 2026.
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