Copper Supply Shortage

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全球金属与矿业_2025 年或将再度出现铜供应短缺-Global Metals & Mining_ 2025 is set to be another year of copper supply failure
2025-08-05 03:20
29 July 2025 Global Metals & Mining Global Metals & Mining: 2025 is set to be another year of copper supply failure Bob Brackett, Ph.D. +1 917 344 8422 bob.brackett@bernsteinsg.com Andrianto Guntoro +44 207 676 6825 andrianto.guntoro@bernsteinsg.com Copper demand almost always rises (almost 3% CAGR over the next ten years, or ~1 mln tonnes/year). Copper production almost always misses, for a variety of reasons discussed below. We show that the risk of those reasons is rising. And 2025 is set to be a prime e ...