🔥 Super Copper Rally: Is a new Andean cycle coming?

Copper is trading around US$ 6/lb, driven by a powerful combination:

⚡ infrastructure expansion for Artificial Intelligence

🔋 electrification and energy transition

⛏️ structurally tight supply

Chile and Peru —the main global producers— are back on the macro radar.

📊 What does this imply for markets?

• Improvement in terms of trade

• Appreciatory pressure on CLP and PEN

• Greater inverse correlation between copper and USD/CLP

• Margin expansion for miners

Additionally, a potential sectoral arbitrage is beginning to be seen:

the junior miners do not yet fully reflect the spot price compared to the majors.

🧠 Strategic reading

When commodities enter a technical breakout phase, it’s not just the asset that rises:

currencies, equities, and regional flows are revalued.

Are we facing a new mini-supercycle driven by the digital economy?

👇 Macro trade?

• Shorts on USD/CLP

• Exposure to miners

• Copper ETF

• Crypto hedge against weak dollar

I look forward to your thoughts.

#BinanceCreators #Macro #Copper #Commodities #LatamMarkets