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The copper supply-demand balance is under strain as crisis looms
Copper demand has risen due to its role in the energy transition and its use in data centres. Renewable energy infrastructure such as solar panels and wind turbines requires significant copper, and electrification increases the need for wiring, motors, and transformers, raising copper demand for electric vehicles (EVs) and grid upgrades. At the same time, the rapid expansion of large data centres supporting AI and cloud services has driven demand for additional power distribution, cabling, and cooling infrastructure. Together, these trends have produced steady, long-term demand for both new and recycled copper. ... (full story)
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- Oct 16, 2025 10:45am Posted byFundamental Analysis177
