Uploaded July 2025 | Updated September 2026, 3 weeks ago

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A fascinating look into America’s copper dilemma: the U.S. has more copper than China, but lacks the refining capacity to process it. Here's what's happening:

🔹 Spotlight on Freeport’s Miami, Arizona smelter—one of the few left in the U.S.
🔹 U.S. refining costs are 3x higher than overseas operations
🔹 China dominates copper refining by heavily subsidizing the process
🔹 This creates a global bottleneck that lets China control copper’s market entry
🔹 Economic and strategic implications for U.S. supply chains and clean tech

Full Episode: youtu.be/4zb5heVIP8M

#CopperMarket #ChinaTrade #USMining #RefiningCrisis #Freeport #Bloomberg #CriticalMinerals #SupplyChain