company · sn

SN

Copper ~5.2% of AI DC CapEx; tin most fragile (8.2/10 scarcity). Eight charts + five tables: origins, refining (China ~57% Cu), costs, downstream BOM, equity map. Links nonferrous / copper / AI infra notes.

• Tickers CU · AL · SN · 601899.SH · 603993.SH · 601600.SH · FCX · NVDA · VRT