Copper's Two-Speed Crunch: Supply Gap Threatens AI, Defence and Green Transition Costs

Name: Copper's Two-Speed Crunch: Supply Gap Threatens AI, Defence and Green Transition Costs
Uploaded: 2026-10-23T15:06:17.533499+00:00
Description: Copper prices averaged about $13,395 per metric ton in 2026, roughly 35% above 2025 levels, as mine disruptions in Indonesia and the Democratic Republic of Congo tightened supply outside the United States. Analysts warn the real crunch lies ahead: the International Energy Agency projects primary copper supply could run 25% below demand by 2035.

Copper prices averaged about $13,395 per metric ton in 2026, roughly 35% above 2025 levels, as mine disruptions in Indonesia and the Democratic Republic of Congo tightened supply outside the United States. Analysts warn the real crunch lies ahead: the International Energy Agency projects primary copper supply could run 25% below demand by 2035.

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