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Commodity Markets Are Preparing for Something

13 de novembro de 2026 · 20 min

Notas do episódio

Everyone knows why copper surged to record highs.

Artificial intelligence.

Data centers require enormous amounts of electricity. Electricity requires new generation, transmission lines, transformers, cooling systems, and miles of copper wiring. Add electric vehicles, renewable energy, and years of underinvestment in new mines, and the conclusion appears obvious:

Copper is entering a historic bull market.

There’s just one problem.

Eurodollar University's Money & Macro Analysis

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Watch the replay of my last webinar to learn which warning signs to watch, and what they could mean for your portfolio.

https://youtube.com/live/6Jjc1zQc-Pw

Get exclusive access to our webinar-only offer before it expires https://edu2.eurodollar.university/webinar

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https://www.youtube.com/watch?v=42j446uAGFc
https://www.youtube.com/shorts/DIoCZAPUwWg
https://www.cmegroup.com/videos/2026/11/10/australian-dollar-futures-slide-to-seven-month-lows-following-u-.html
https://www.youtube.com/watch?v=Ha5z6v_T9lU
https://www.youtube.com/watch?v=37OOnvHvDeU
https://www.youtube.com/watch?v=42j446uAGFc
https://www.youtube.com/shorts/bgrFIBr8_Aw
https://www.facebook.com/financialtimeslive/videos/what-impact-could-us-copper-tariffs-have-on-global-marketsduncan-wanblad-ceo-of-/1089401964090098/
https://www.youtube.com/watch?v=Cvhd1yLinJo
https://www.facebook.com/chinadaily/videos/xi-calls-on-apec-members-to-work-together-amid-challenges/3357852267735636/

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

I’ll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place.

You can find me here: https://bravais.social/profile/edu

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