New constraints in the global copper market
Abstract
Disruptions to mine output, a collapse in refining margins and stockpiling by the United States have pushed the global copper market into a period of sustained strain. Recycling and efficiency gains should prevent a catastrophic shortfall from emerging, but persistent tightness will raise costs and complicate defence, energy-transition and AI-infrastructure plans through the late 2020s.
Fields of Study & Subjects
Market Dynamics and Volatility
Extraction and Separation Processes
Mining and Resource Management
Publication details
- Journal / source
- Strategic Comments
- Volume
- 32
- Issue
- 1
- Publication date
- 2 January 2026
- Language
- EN