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PaidCPER2 min read

Copper still trades on construction more than on electrification

Dmitri VolkovDemoMetals & macro

The electrification story gets the headlines. The largest share of copper demand still comes from construction and the grid, and that is where the risk sits.

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The demand split I use, and where I think the forecasts overreach.

Dmitri Volkov covers metals & macro. Every call is captured from live market data — never self-reported.

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The author holds no position in the instruments discussed. Opinion. Not advice. Not a financial promotion approved under FSMA s.21. Quote data is delayed. Past performance is not a reliable indicator of future results.