Copper snapped a two‑day loss as it rose 1% in London after the United States launched fresh strikes on Iran.

The rally mirrored a surge in Asian equities, led by semiconductor stocks, and trimmed the earlier decline triggered by the conflict escalation.

Copper’s core uses in wiring and renewable‑energy infrastructure position it to benefit from the growing power demand of AI data centers. Investors view this as a potential long‑term lift for the commodity.

The shift shows traders moving focus from geopolitical risk to infrastructure growth. Companies in the copper supply chain may experience higher margins as demand for the metal climbs.