First Mining DRC-ZAM

Copper has broken into new territory — trading above US$14,500/t on the LME and setting a fresh all-time high. The move reflects a convergence of three powerful structural forces: Demand is accelerating — grid expansion, electrification and the rapid build-out of AI/data-centre infrastructure are increasing copper intensity globally. Supply remains constrained — years of underinvestment, long development timelines and operational challenges across major producing regions continue to restrict the supply response. Inventories are tightening — visible stocks remain under pressure, with significant metal flows into the U.S. market adding further tension to an already tight physical market. Copper is increasingly becoming one of the defining strategic commodities of the next decade. Higher prices will eventually incentivise new production, but bringing meaningful new copper supply to market takes years — not months. The message is becoming difficult to ignore: the world needs more copper. #Copper #CriticalMinerals #Mining #Commodities #EnergyTransition #Electrification #DataCenters #AI #Africa #MiningInvestment @Buffalometals @CopperBullish @robert_ivanhoe @robert_ivanhoe @LME_news

🚨 BIG TECH IS MOVING INTO COPPER. Ivanhoe is reportedly discussing offtake and mine financing with Silicon Valley hyperscalers. AI and data centres need enormous volumes of copper—and Big Tech is now looking to secure supply at source. Copper is strategic infrastructure. 🌍⚡ bloomberg.com/news/articles/… @robert_ivanhoe @CopperBullish @YellowLabLife @RealRickRule @Kamoa_Capital @LME_news @IvanhoeMines_ @fmdrc @mining