Inside metals markets - AI demand, regionalisation and investor shifts | The Marex Pulse Podcast

What’s driving today’s metals markets in 2026? In this episode of the Marex Market Pulse podcast, Patrick Seymour (Co-Head of Metals Market Making) and Alastair Munro (Senior Metals Analyst) explore the major forces reshaping global metals markets — from AI-driven demand and electrification to regional supply shifts and evolving investor behaviour. As demand for power and data infrastructure accelerates, metals such as copper, aluminium and tin are at the centre of structural change. At the same time, geopolitics, tariffs, and new investor flows are redefining how these markets behave. Topics covered: • AI-driven demand and the future of electrification • Power constraints and supply challenges in metals • Regionalisation and the impact of geopolitics and tariffs • Shifting investor participation (ETFs, retail, central banks) • Market outlook for copper, aluminium, tin and precious metals Whether you’re an investor, trader or industry participant, this episode provides clear insight into the structural trends shaping metals markets in 2026 and beyond. Subscribe for more market insights from Marex:    / @marex-group   Contact Marex to learn more: https://www.marex.com/contact-us?utm_... #MetalsMarkets #Commodities #Copper #Aluminium #MarketInsights #Marex