Hannah HammondFounder & CEO, HB Capital & The Firm RE · CEO of HB Capital | Helping CRE Developers & Investors Fund Deals Nationwide | Host of The Hannah Hammond Show

Strong Commodities Don’t Chase Hype - They Follow Demand. Disclaimer: This Is Not Investment Advice

Name: Strong Commodities Don’t Chase Hype - They Follow Demand. Disclaimer: This Is Not Investment Advice
Uploaded: 2026-03-30T07:27:30+00:00
Duration: 49 s
Channel: Hannah Hammond
Description: Hannah Hammond argues copper is the critical commodity for 2026 demand across defense, data centers, and chips. At current consumption rates, the world…

30 Mar 2026 · 1 min

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Hannah Hammond argues copper is the critical commodity for 2026 demand across defense, data centers, and chips. At current consumption rates, the world faces a 70% copper shortfall by 2040. Copper is cheap and highly conductive, making it essential across technology and defense systems.

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I'm big on copper, silver, gold, especially copper. I mean, we're going to need a lot of it in defense. I mean, everything we need copper. Actually, copper is the number one thing that Chamath on the All In podcast said he thinks is going to grow more than anything else in 2026 is copper.
I could probably second that asset that is set up to go absolutely parabolic is copper. And the reason is that it is most useful, cheap, amenable, conductive material that we have. That material manifests in everything from our data centers to our chips to our weapons systems. It's just everywhere. And right now, Jason, we are on a path by 2040 where we will be short about 70% of the global supply at current course and speed.