Gold is hovering near record highs on rate-cut speculation, while copper’s role in clean tech, AI, and defense is reshaping its trajectory. At the same time, Washington has pledged nearly $1 billion to support critical minerals — highlighting both opportunity and ongoing reliance on imports. MINING.com’s Devan Murugan speaks with Tradu’s senior market analyst Nikos Tzabouras to unpack what’s driving commodities and whether market optimism may be outpacing fundamentals.
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