Redefining "Dr. Copper": A Structural Bull Market in the AI Era—How Recycled Metals Hedge Against Tariff Risks
A recent in-depth report by Global X ETFs highlights a fundamental shift in copper’s identity. It is no longer just a traditional barometer for the economic cycle; it has officially evolved into a "structural growth asset" driven by AI data centers and global electrification.
As a leader in resource recycling deeply rooted in the Southeast Asian market, $One and one Green(YDDL)$ resonates with the core pain points mentioned in the report and has already strategically positioned itself to address them:
1. The Tariff Premium: Turning Risk into an Advantage
The report emphasizes that in 2025, influenced by Section 232 tariff investigations, copper prices in the U.S. saw premiums as high as 33%. In the volatile trade policy landscape of 2026, a supply chain’s "country of origin" directly dictates its costs.
The YDDL Advantage: Centered in the strategic hub of the Philippines and operating under exclusive government-issued licenses, we transform global recycled materials into high-purity copper ingots labeled "Made in the Philippines." This origin allows our partners to effectively bypass high tariffs targeted at raw ores, maintaining cost competitiveness amidst trade fluctuations.
2. Filling the Mining Supply Gap
Traditional copper mines are facing aging assets, declining ore grades, and long-cycle extraction constraints. The report suggests that the "stickiness" of mine supply will provide long-term support for copper prices.
The YDDL Advantage: Compared to traditional mining, our "Urban Mining" model offers significantly higher flexibility. With an annual production capacity of 300,000 tons, we are rapidly filling the supply gap created by the surging demand of the AI revolution.
3. The "Green Premium" of the Circular Economy
Under the 2026 global trade framework, low-carbon recycled copper holds higher premium potential compared to primary mined copper. YDDL’s commitment to resource cycling not only provides the core power for AI and EVs but also builds resilience for the global supply chain.
As the report suggests, the copper bull market has entered a structural phase. In this new era where "resources are king" and "tariff sensitivity" is paramount, efficient resource recycling will be the key to the future.
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