Copper, PGMs poised for biggest gains as stockpiling intensifies – TDS
Oleh FXStreet Insights Team
Tanggal Diterbitkan: 1 Dec 2025 | Tanggal Dimodifikasi: 1 Dec 2025
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Copper and PGMs stand out as traders aggressively stockpile metals, straining already thin global inventories.
Copper and PGMs stand out as traders aggressively stockpile metals, straining already thin global inventories. Structural shifts—from US de-urbanization tightening PGM supply to China’s SUV-led electrification boom—are strengthening demand, while the AI hardware race could further upend Copper and aluminum forecasts, TDS' Senior Commodity Strategist Daniel Ghali notes.
US de-urbanization boosts PGM demand, tightens scrap supply
"Copper and PGMs have most upside as traders stockpile metals into oblivion. Market microstructures remain vulnerable to a continued diversion from global inventory pools, whereas strong macro tailwinds will lead to outperformance in their demand expectations."
"The ongoing de-urbanization trend in the US is having substantial impacts on PGM demand and scrap supply. Global consumer preferences are shifting to SUVs, leading to substantial upside in Copper/aluminum demand consumed by China's auto sector amid ongoing electrification and lightweighting."
"The AI race can upend associated Copper & aluminum expectations amid Chinese competition."
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