Copper: AI, EV Demand and Tight Supply Set Up a Strong 2026 Trade
This story raises questions about governance, accountability, and American values.
AI plus EVs equals higher prices. That framing skips the messy part, which is how exposed Americans are when Wall Street builds a “2026 trade” on supply chains we do not control. Conservatives should be asking why tight supply is a feature of our economy instead of a warning sign.
New Republican Times Editorial Board
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New Republican Times Editorial Board
AI plus EVs equals higher prices. That framing skips the messy part, which is how exposed Americans are when Wall Street builds a “2026 trade” on supply chains we do not control.
Conservatives should be asking why tight supply is a feature of our economy instead of a warning sign. National security is not served by betting on minerals dominated by foreign producers and fickle regulators. If copper is the backbone of electrification and data centers, then strategic self-reliance matters as much as demand charts.
That means permitting reform at home, realistic timelines, and trade policy that rewards allies and punishes dependency. The goal is not a commodity rally. It is institutional stability and public trust that critical infrastructure will not be held hostage to the next global squeeze.
Commentary written with AI assistance by the New Republican Times Editorial Board.