Story perspectives

New Super Cycle Looms: Copper Shortfall Predicted by 2035

9/18/2025

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Summary

Story summary

Commodities may be entering a new super cycle due to years of underinvestment and structural supply-demand factors.
Key resources are concentrated in a few countries, with over 40% of copper sourced from Chile and Peru, and 90% of rare earth elements refined in China.
Geopolitical tensions, such as China's rare earth export restrictions, have impacted supply.
Demand for metals, especially copper, is expected to rise due to electrification and AI infrastructure.
The International Energy Agency warns of a potential 30% copper shortfall by 2035.

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Story summary

Commodities may be entering a new super cycle due to years of underinvestment and structural supply-demand factors.
Key resources are concentrated in a few countries, with over 40% of copper sourced from Chile and Peru, and 90% of rare earth elements refined in China.
Geopolitical tensions, such as China's rare earth export restrictions, have impacted supply.
Demand for metals, especially copper, is expected to rise due to electrification and AI infrastructure.
The International Energy Agency warns of a potential 30% copper shortfall by 2035.