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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 Tuesday Oct 21, 2025 : AM

Chocolate lovers, this is a big deal! Its been 18 months since the Cocoa prices went off the charts in mid-April of ‘24 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.

The price reached a retracement of 61% in October of 2025. Now if there is to be a bounce, the first ratio target upwards is about 8239. It does appear that there is still a strong downward 10-month trend in place. Intuition says it is too weak to bounce far. At least my Droste is still affordable!

Zawya, One of the best international news sources I have found

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