Copper Becomes A National Security Risk: AI Demand vs. Defense Supply Chains | Phil Ehr

Retired US Navy Commander Phil Ehr joins Kitco News to break down why the global copper market is rapidly transitioning from a basic industrial story into a critical national security risk. Commander Ehr details how maritime chokepoints, specifically the Strait of Hormuz, are threatening the sulfuric acid supply chains required for copper refining. He unpacks the looming 2027 Pentagon procurement deadlines restricting materials from adversarial nations and warns that the defense sector will ...