🚨 JUST IN: 🌐 A global copper shortage is forming
A structural copper deficit is emerging as demand growth overwhelms future supply, according to S&P Global.
KEY DATA:
• Demand: 28Mt today → 42Mt by 2040
• Supply: Peaks ~2030
• Deficit: ~10Mt annually (~30% of demand)
• Asia: 60% of demand growth (EVs + grid upgrades) $PAXG
• AI data centers: +127% demand to 2.5Mt
• Total demand: +50% by 2040 (AI + defense)
WHY IT MATTERS:
• Copper becomes the critical bottleneck metal for electrification and AI $AXS
• Mining + recycling can’t scale fast enough
• Points to long-term price repricing and supply-chain stress $MIRA
BOTTOM LINE:
Copper Isn’t Optional — It’s Foundational.
If Supply Can’t Keep Up, Price Has To Do The Work.
