美國貿易代表格里爾：加拿大希望採取更具和解性的方式。

Marginal demand drivers for industrial metals are shifting away from real estate and traditional infrastructure toward data centers, power-grid expansion and electrification. UniCredit says copper should benefit from structural supply constraints and electrification-led demand, while aluminium is set to gain mainly from grid buildout, lightweighting and recycling. The IEA forecasts global electricity demand to rise about 3.6% annually in 2026–2030, with AI and data centers a key incremental load; meeting that new load would require roughly 50% higher global power-grid investment by 2030 versus current levels.

加拿大皇家銀行：將應用材料(AMAT.O)目標價從520美元上調至600美元。