Copper prices hover near record highs as demand explodes from AI data centers, electric vehicles, and grid expansion. This week, Amazon secured a deal with Rio Tinto to purchase copper produced using new technology. The move underscores the tech giant's push to secure critical materials for its growing infrastructure needs.

America's supply risk is a growing concern as domestic production lags behind soaring consumption. Resolution Copper represents one of the largest undeveloped projects in the U.S., though it faces significant permitting and environmental hurdles. The industry is betting on new mining technologies and partnerships to close the gap between domestic demand and supply.

Vicky Peacey, president of Resolution Copper, recently discussed these challenges on Bloomberg Open Interest. Her appearance highlights the intense focus on U.S. resource security. Watch for more corporate deals and policy debates as the copper supply chain becomes a central issue in the global energy transition.