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Can copper supply keep up with surging demand?
The call on copper is soaring. Emerging sectors, combined with traditional end-users, are expected to increase copper demand by nearly a quarter by 2035. But investment in greenfield mines is failing to keep pace. To meet forecast copper demand growth, the industry will need to bring new mines online at roughly twice the rate of a decade ago – a huge ask. Here’s why. Western miners remain cautious about committing capital to new mine supply, even as prices rise. In response, Chinese miners are seizing an opportunity to fully integrate value chains and increase their influence over global copper flows as demand ... (full story)
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- Nov 20, 2025 12:12pm Posted byFundamental Analysis182
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