How is the AI frenzy reshaping the global supercycle of commodities?

Barclays believes that capital expenditure by cloud service providers will exceed USD 2.5 trillion over the next five years, with copper demand being particularly prominent. Mineral-exporting countries such as Chile, Peru, and the Democratic Republic of the Congo (DRC) are set to experience a multi-year investment boom. The current rise in copper prices, decoupled from weak oil prices, creates additional benefits for countries that import oil but export metals. We are currently in the early stages of a commodities supercycle, with the Chilean peso, Peruvian sol, and Australian dollar showing the greatest appreciation potential.

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