In accordance with HashNews, analysts predict a structural copper shortage in 2026 as demand rises due to the global shift to renewable energy, electrification, and AI data center construction. Copper prices may rise by around 30% by 2025, potentially breaking the $12,000 per ton historical high in December. StoneX analyst Natalie Scott-Gray noted that high prices may push manufacturers to alternatives, curbing non-essential demand. Marex strategist Alastair Munro said the market widely expects a structural shortage in 2026. U.S. tariff policies have driven copper inflows, pushing Comex inventory to record highs, while LME European inventory fell below 20,000 tons, creating regional supply tension. Benchmark Mineral Intelligence analyst Albert Mackenzie said U.S. inventory growth has intensified supply concerns. Macquarie strategist Alice Fox expects copper prices to remain high in 2026. London copper prices have already exceeded $12,000 per ton, hitting a new record.
Analysts Predict Structural Copper Shortage in 2026 Amid Rising Demand and Supply Constraints
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Summary
Analysts signal a structural copper shortage by 2026 as demand jumps from green energy, EVs, and AI infrastructure. Copper prices could rise 30% by 2025, hitting $12,000 per ton, notes HashNews. StoneX’s Natalie Scott-Gray warns high prices may shift demand to alternatives. U.S. tariffs pushed Comex inventory higher, while LME European stock dropped below 20,000 tons. Benchmark’s Albert Mackenzie called U.S. buildup worrisome. Amid these moves, the fear and greed index for commodities shows elevated positioning. Traders are also eyeing altcoins to watch, as metals volatility draws attention to linked crypto assets. Macquarie’s Alice Fox sees copper staying strong in 2026. London prices just hit a record over $12,000.
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