The gold-silver ratio is mentioned as a metric that is often asked about and is a good one to look at, though the creator has not recently analyzed it.
Source Post
Why the World Is Running Out of Copper: AI, EVs, and Shortages | John Love
Sep 17, 2026
The creator discusses the global copper shortage, driven by increasing demand from AI, EVs, and general manufacturing, while supply struggles to keep up due to long lead times for new projects. While short-term supply/demand dynamics are debated by analysts, the long-term outlook for copper is considered bullish due to persistent deficits. The role of copper as an economic indicator ('Dr. Copper') is also explored, noting its recent strength alongside gold, which may signal a bottoming of economic stress.
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