30 Days of Bombs Cut Off Half the World's Sulfur
The Iran war cut off 47% of global seaborne sulfur. The downstream crisis threatens fertilizer production, copper mining, and semiconductor manufacturing. The pain is just arriving.
#copper
2 articles
The Copper Tax: Why AI is Starving the EV Revolution
While we focus on AI's energy consumption, a more physical bottleneck is emerging: copper. Data centers are outbidding EV infrastructure for the same red-metal supply chain, creating a hidden tax on the green transition.