Archive · 22 Dec 2025
Copper prices set to rally due to supply shortages and demand surge
Copper is a metal used in many important things like electric cars, computers, and power lines.
Some experts think the price of copper will go up a lot in the next few years.
This is because there isn't enough copper to meet the growing demand.
More computers and electric cars need copper, and it takes a long time to make new copper mines.
So, the price of copper might keep going up, making it a good investment.
Copper prices have risen 35% this year and are expected to continue rising due to supply shortages.
Demand for copper is driven by AI data centers, electric vehicles, and the energy transition.
The copper market is expected to have a deficit of 124,000 tons this year and 150,000 tons next year.
Global copper demand is forecasted to be 27 million tons this year, with China's demand growing by 3.7%.
Copper is considered a safe haven asset due to its essential role in various industries and real demand.
- Who
- Rakesh Bansal, founder of RKB Ventures, and global market analysts
- What
- Copper prices are expected to rally due to supply shortages and increased demand
- When
- The rally is expected to be a multi-year event, with immediate price increases already observed
- Where
- Globally, with significant focus on India and China
- Why
- Due to supply constraints and high demand from AI, electrification, EVs, and the energy transition
- Copper Price Increase
- 35% this year
- Expected Copper Deficit
- 124,000 tons this year, 150,000 tons next year
- Global Copper Demand
- 27 million tons this year, up 2.7% from 2024
- China's Copper Demand Growth
- 3.7% this year
- Copper's Role
- Essential for AI data centers, EVs, and energy transition