🚨 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.

#globaleconomy #Mag7Earnings #TrumpCancelsEUTariffThreat