Slack: C09VCLQ3MA7/ts:1771879961.4568

Author: Stuart Hardy Date: 2026-04-07 Type: slack Evidence: 1 Themes: 1

copper-specialty-commodities-bottleneck

🟢 [E1899] S&P Global projects 50% global copper demand rise from 28 MMt to 42 MMt by 2040. Without supply expansion, 10 MMt shortfall emerges. Average mine development takes 17 years, marginal production costs rose 37% between 2019-2025.
supporting · 2026-04-07