🌐 A GLOBAL COPPER SHORTAGE IS COMING
A major structural deficit is forming in the copper market — and the numbers are hard to ignore.$SUI
📈 Demand vs. supply:
• Global copper demand is projected to rise from 28Mt today to 42Mt by 2040
• Supply is expected to peak around 2030
• This creates a potential 10Mt annual shortfall — nearly 30% of total demand$PEPE
⚡ What’s driving the surge:
• Asia accounts for ~60% of demand growth
• Massive EV adoption and power grid upgrades
• AI data centers alone could boost copper demand +127% to 2.5Mt
⚠️ S&P Global warning:$PAXG
AI infrastructure and defense spending could push total copper demand up 50% by 2040, while mining expansion and recycling are unlikely to keep pace.
🧠 Bottom line:
Copper isn’t just an industrial metal anymore — it’s becoming a strategic resource, with long-term supply constraints that could reshape pricing for decades.
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