Copper is on track for its strongest year since 2009, riding on widespread bets that electrification demand will crush available supply. The rally reflects investors' conviction that the global push toward clean energy infrastructure—from EV adoption to renewable grids—will require way more copper than producers can currently deliver. It's basically a play on energy transition economics and industrial-scale buildout timelines. Worth watching how this commodity supercycle unfolds, especially if supply constraints persist.