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The accelerating growth of the “Ai”, among other data growth and management programs, demands data centers, many and large. The infrastructure systems required by these new centers, being constructed rapidly across the globe, include cooling, connectivity and other needs peculiar to data hardware, implying massive needs for copper and silver. Each new data center can take 1-3,000 tons of copper for construction. Chile (23%) is the largest producer of raw copper, followed by Peru (10%), the Democratic Republic of Congo (8%) and China (8%). Silver is led by Mexico (200 million ounces per year), followed by China and Peru. The U.S. produces 6% of the world’s copper and 4% of the silver.
Base (non-annotated) Charts Courtesy of Genesis Trade Navigator.
See link to NASS report <Here>.
Comment as of Wednesday Oct 23, 2024 : PM
Chocolate lovers, this is a big deal! Cocoa prices went off the charts in mid-April due to tree disease and maybe worse, rampant land destruction by illegal gold mining and poor government protection of private property. Click <here> for article.
Zawya, One of the best international news sources I have found
Useful Links
U.S. Export Sales – https://apps.fas.usda.gov/export-sales/esrd1.html
USDA FAS: Weekly Export Performance Indicator – https://apps.fas.usda.gov/esrquery/esrpi.aspx
EIA: Weekly ethanol Plant Production – https://www.eia.gov/dnav/pet/pet_pnp_wprode_s1_w.htm
EIA: Weekly Supply Estimates – https://www.eia.gov/dnav/pet/pet_sum_sndw_a_EPOOXE_sae_mbbl_w.htm
U.S. Crop Progress – http://usda.mannlib.cornell.edu/MannUsda/viewDocumentInfo.do?documentID=1048
USDA AMS: Market News – https://www.ams.usda.gov/market-news/search-market-news