S&P sees looming copper shortages posing ‘systemic risk’ to global economy

S&P sees looming copper shortages posing ‘systemic risk’ to global economy

There are many moving parts to this unfolding saga, which explains why copper is so high on the radar screens of mining boardrooms — and why so many governments have classified it as ‘critical’.

Copper deficit sparks market opportunity

Image: Minakryn Ruslan/adobe.stock.comA looming copper supply gap is set to create significant opportunities for investors and producers as demand surges across electrification, AI and defence sectors, according to a new S&P Global study. Copper in the Age of AI: The Challenges of Electrification projects global copper demand will climb 50 per cent to 42 million metric tons by 2040. With production expected to peak at 33 million metric tons in 2…

Copper Shortage Threatens AI Boom as Demand Set to Surge 50% by 2040

A looming copper shortage threatens to stall artificial intelligence development and clean energy expansion as global demand surges 50% by 2040, according to a S&P Global study released this month. Copper demand will jump from 28 million metric tons in 2025 to 42 million metric tons by 2040. Without new mining investment, supply will fall […]