Why Copper ETFs Are Outpacing Gold in 2026

Copper has quietly become the best-performing commodity ETF this year, gaining 23% while gold has stalled. Lucas and Luna explore the disconnect between soaring copper demand from electrification and AI data centers versus a weakening global trade picture. They break down the specific supply constraints in Chile and Peru, the role of China's producer inflation hitting a near-4-year high, and why copper's industrial uses make it a bellwether for economic divergence. With the trade-weighted dollar sliding and emerging market ETFs like EWZ and FXI diverging sharply, they ask: is copper signaling a real shift in global growth patterns, or just a speculative frenzy? #Copper #CopperETF #IndustrialMetals #EconomicDivergence #Chile #Peru #ChinaInflation #PPI #AIInfrastructure #Electrification #EmergingMarkets #EWZ #FXI #DollarWeakness #SupplyConstraints #Economics #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo