Copper Moves to a New Level: Demand from AI and Electric Vehicles Sparks Price Surge

The copper market is experiencing a significant momentum in 2026 with various positive signals indicating potential for substantial growth in the future. According to analyst estimates, this sector will face serious supply challenges while also opening up attractive investment opportunities. The surge in copper demand is driven by two main growth engines that continue to develop rapidly.

Copper Supply Deficit Reaches Critical Point

Projections indicate that the world will experience a copper shortage of up to 10 million tons by 2040 if no concrete steps are taken to increase production. This situation is worsened by existing supply constraints, creating a gap between demand and availability. Data from NS3.AI reveals that pressure on copper will continue to increase over time.

The scarcity of copper is not just a statistical issue but a reality that will shape global investment strategies. The global supply chain has already shown signs of tension, and these long-term projections reinforce the importance of paying attention to this vital industrial metal.

Asia Becomes the Heart of Copper Demand Growth

The Asian region is projected to contribute 60% of the total global copper demand growth, making this region the main driver of market dynamics. This growth is fueled by infrastructure expansion, sustainable industrialization, and the rapid adoption of green technologies across the continent.

Electric vehicles and AI data centers are two main pillars driving copper needs. Each electric vehicle requires twice as much copper compared to conventional cars, while the increasing number of AI data centers also demands large quantities of high-quality conductors. This combination creates a supercycle of sustained demand.

Copper Prices Await Historic Breakout

Market analysts see the potential for copper prices to double in the future if this instrument successfully breaks out of its long-term upward channel. The technical momentum being formed, combined with strong fundamentals, provides a bullish scenario for investments in this sector.

The drastically changing landscape of copper demand ensures that this metal will remain a focus for investors and traders in the coming years. With projected supply deficits and solid demand growth, copper is positioning itself as one of the most promising commodity assets of this decade.