Скачать или смотреть Copper's Record-Breaking Rally: AI Demand and Supply Fears Fuel 2025 Surge

Copper is having a stellar year, on track for its best performance since 2009, driven by a perfect storm of AI demand and supply fears. The metal's price has surged to record highs, with London Metal Exchange (LME) prices nearing $13,000 a ton, fueled by unplanned mine outages, uncertainties over US trade policies, and unprecedented pressure on global smelters
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Key Drivers Behind Copper's Rally:
AI and Tech Demand: The growing need for copper in AI data centers, electric vehicles, and renewable energy infrastructure is pushing demand to new heights. Data centers alone are expected to consume 475,000 metric tons of copper by 2026.
Supply Constraints: Unplanned outages, declining ore grades, and limited new mine development are tightening global supply. Chile's Codelco, the world's largest copper producer, has cut production forecasts, adding to market anxiety.
Trade Policy Uncertainty: US President Donald Trump's potential tariffs on copper imports are creating market volatility, with traders rushing to secure supplies ahead of possible levies
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Copper's future looks bright, with forecasts indicating a potential price range of $12,000 to $12,500 per metric ton in 2026, driven by structural deficits and growing demand from the green transition and digital infrastructure


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