The copper market is experiencing tension in 2026 due to a predicted global raw material shortage. According to the analytical platform NS3.AI, experts forecast a deficit of 10 million tons by 2040. This phenomenon will result from the rapid increase in demand for electric vehicles and data centers for artificial intelligence systems, which have become key drivers of demand for this valuable metallurgical raw material.
Demand Drivers and Global Imbalance
The Asia region will account for 60% of the total increase in copper demand over the next period. Supply constraints combined with growing needs create an unstable market situation. The electric vehicle industry and the development of AI infrastructure require more copper for wiring and electronic components, intensifying competitive pressure on available raw material supplies.
Growth Potential and Doubling Rules
Market analysts suggest significant potential for copper prices. According to analyzed patterns, the fluctuation of this raw material could potentially double if it moves beyond the long-term upward trend it currently maintains. Such a scenario could activate under appropriate market dynamics and sustained global demand. Doubling price rules demonstrate how geometrically structured market cycles can lead to exponential increases in material value under certain conditions.
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Rules for doubling copper prices in the context of a global shortage
The copper market is experiencing tension in 2026 due to a predicted global raw material shortage. According to the analytical platform NS3.AI, experts forecast a deficit of 10 million tons by 2040. This phenomenon will result from the rapid increase in demand for electric vehicles and data centers for artificial intelligence systems, which have become key drivers of demand for this valuable metallurgical raw material.
Demand Drivers and Global Imbalance
The Asia region will account for 60% of the total increase in copper demand over the next period. Supply constraints combined with growing needs create an unstable market situation. The electric vehicle industry and the development of AI infrastructure require more copper for wiring and electronic components, intensifying competitive pressure on available raw material supplies.
Growth Potential and Doubling Rules
Market analysts suggest significant potential for copper prices. According to analyzed patterns, the fluctuation of this raw material could potentially double if it moves beyond the long-term upward trend it currently maintains. Such a scenario could activate under appropriate market dynamics and sustained global demand. Doubling price rules demonstrate how geometrically structured market cycles can lead to exponential increases in material value under certain conditions.