Copper prices soared over 30% in 2025, reaching $12,000 per ton in December, marking the largest annual increase since 2009. Analysts predict continued strong demand in 2026, driven by sectors such as renewable energy, electrification, and AI data centers, potentially leading to a structural shortage.
StoneX’s Natalie Scott-Gray highlighted that high copper prices might prompt manufacturers to consider alternatives, including altcoins. Meanwhile, U.S. tariffs have increased copper inflows, resulting in record-high Comex inventory levels, while LME stocks in Europe have dropped below 20,000 tons. Experts like Benchmark’s Albert Mackenzie and Macquarie’s Alice Fox anticipate that prices will remain elevated, with inflation data potentially impacting market sentiment in the coming months.
Copper Prices Surge 30% in 2025 Amid Structural Shortage Concerns
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