Rewiring the Copper Market: AI, Fragmented Pricing, and the Case for a Structural Bull Run

Copper prices have surged to record highs, driven by unprecedented demand from AI data centers, electrification, and grid expansion.

In this episode of Metals in Motion, Thalia Hayden ‪@etfguide‬ chats with Steven Schoffstall, Managing Partner, Head of ETFs at Sprott Asset Management about trends in copper supply, demand and price action.

Schoffstall explains why copper’s rally is fundamentally backed, why supply constraints are likely to persist for decades, and how investors can think strategically about copper exposure amid tariffs and market fragmentation.

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