This is not a story that everyone is talking about yet, but once you notice it, it becomes hard to ignore.
Chile produces about 24% of the world's copper, but production is no longer growing as it once was. In fact, estimates suggest that production may peak around 2027, while global demand begins to accelerate strongly.
And here lies the danger:
The largest supply source in the world is reaching its limits before the next wave of demand begins, making a copper shortage almost inevitable.
What is happening in Chile is not a sudden collapse, but a slow and structural decline:
Mines are aging
Ore concentration is declining
Energy, water, and operational costs are rising
Producing the same amount requires more resources
And while new projects may pave the way, they require many years for approval and construction, facing increasing obstacles.
This is not a management failure or a political decision... It's the geology catching up with reality.
On the demand side, the landscape is changing rapidly:
AI data centers are spreading globally, requiring vast amounts of copper in networks, cooling systems, and connections.
The United States is striving to reshore manufacturing, which means building new factories, power grids, and massive infrastructure.
With the shift to clean energy and electric vehicles, copper becomes an indispensable element.
The painful outcome:
The largest copper producer in the world is nearing its peak, while the world needs copper more than ever.
This is not a normal commodity cycle... but a pressure point.
And when pressure builds in a market like this, prices do not move quietly, but jump suddenly — often before people realize the reason.
Chile may not seem like a 'problem' today, but it is laying the groundwork for the copper story that everyone will talk about later.
📊 Currencies in strong uptrend:
💎 $ENSO
💎 $SOMI
💎 $RIVER
#Copper
#CriticalMetals
#EnergyTransition
#EVRevolution
#SupplyShock