Ivanhoe Electric in talks to sell Arizona copper output as data center demand rises

The signal here is less about Ivanhoe specifically than about how data-center buildout is reshaping upstream demand: a pre-production Arizona project is drawing strategic interest before output even exists, suggesting buyers are trying to lock in domestic supply early. That matters for copper developers with U.S. assets, who may find a deeper pool of counterparties than traditional trading channels alone. Whether talks convert into binding offtake, and whether strategic partners rather than traders end up anchoring the deals, is the open question worth watching.