đ¨ Copper: The Strategic Shortage Looms âĄ
Starting 2027, global copper supply will fall short amid exploding demand â and the imbalance could last decades.
Key drivers:
EVs, renewables, and electrification fuel demand
AI and data centers need massive copper for power and cooling
Mining constraints: new mines take 17â20 years; ore quality declining
Bottom line:
Copper is moving from industrial to strategic asset. Early positioning could pay off before the market realizes the squeeze.
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