Summary

• Electrification is driving copper demand across EVs, renewable energy, and data centers.
• Grid expansion and infrastructure investment are locking copper demand into capital expenditure cycles.
• Copper exposure may extend beyond mining to infrastructure, industrials, and strategies like EMET.

Electrification is driving structural copper demand across EVs, renewables, grids, and data centers. Investors can access this trend beyond miners via cables, equipment makers, and ETFs like EMET.

Copper is increasingly positioned not just as