'Substantial Shortfall' in Copper Supply Widens as the Race for AI and Growing Defense Spending Add to Accelerating Demand, New S&P Global Study Finds

By SquaredTown on January 8, 2026

'Substantial Shortfall' in Copper Supply Widens as the Race for AI and Growing Defense Spending Add to Accelerating Demand, New S&P Global Study Finds

Supply deficit would reach 10 million metric tons by 2040 as demand surges 50% WASHINGTON, Jan. 8, 2026 /PRNewswire/ -- A looming copper supply gap is poised to widen as electricity demand accelerates and new vectors—such as the race for artificial intelligence and surging defense...

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