Saturday , 14 March 2026

Copper

Does Copper Now Have More Upside Than Gold

2026-01-11 Does Copper Now Have More Upside Than Gold

Gold has surged to record levels, reinforcing its role as a monetary hedge, but the question for 2026 is whether upside is becoming more limited. Copper, by contrast, is increasingly tied to structural demand from electrification, artificial intelligence infrastructure, and global industrial expansion. While gold is largely held as a store of value, copper is consumed as a critical input across power generation, data centers, transportation, and manufacturing. With inventories tight, prices elevated, and strategic stockpiling accelerating, copper may be positioned for a stronger relative performance cycle as global capital spending shifts toward energy and technology infrastructure.

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U.S. Pension Funds Face Persistent Underfunding and Inflation Risks

pension piggy bank

Many U.S. pension funds remain underfunded, creating concerns about their ability to meet future obligations. Despite the trillion-dollar size of the U.S. retirement market, public pension plans face trillion-dollar funding gaps. Inflation and dollar devaluation continue to erode purchasing power, yet pension portfolios remain heavily weighted toward equities, bonds, and real estate. With commodities representing only a tiny percentage of total assets and gold and silver holdings minimal, the case for broader diversification and inflation protection remains relevant for both public and private pension managers seeking sustainable long-term returns.

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US DOE Includes Copper in its Recent Critical Minerals Assessment Report

Copper wire

In a pivotal move towards bolstering the supply chain security for clean energy technologies, the U.S. Department of Energy has released its much-anticipated 2023 Critical Materials Assessment. Among the materials deemed critical are aluminum, cobalt, copper, dysprosium, and various types of steel and metals like gallium, iridium, lithium, and magnesium.

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Why Investors Turn to Copper as an Inflation Hedge (+2K Views)

Every year, a vast amount of copper is used by the global economy to manufacture a wide variety of goods. It’s a major ingredient in big-ticket consumer goods like autos, appliances, electronics, and new homes. Simultaneously, copper is also gobbled up for many industrial uses including telecommunications, utilities, construction, and industrial machinery. Today’s infographic comes to us from Kutcho Copper, and it shows the red metal’s important role in the economy, as well as why it has become a famous economic bellwether.

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