S&P Global's latest alert: a 10 million tonne copper deficit looms by 2040, potentially triggering systemic economic strain. This supply crunch could reshape commodity markets and force portfolio rebalancing across asset classes. With industrial demand climbing and production constraints tightening, the ripple effects on manufacturing, energy transition, and infrastructure investment are hard to overstate. For traders and investors watching macro trends, this copper squeeze signals deeper structural shifts in how we price essential resources and hedge economic volatility.

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SignatureVerifiervip
· 4h ago
copper deficit by 2040? nah, they probably didn't audit their supply chain models properly tbh. seen this narrative before—insufficient validation of production constraints...
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NervousFingersvip
· 01-09 16:58
The copper mine shortage situation has been settled; it's time to quickly adjust the portfolio.
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gas_fee_traumavip
· 01-09 16:55
The copper mine crisis will erupt in 2040, and now the energy transition is about to go bankrupt.
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SnapshotBotvip
· 01-09 16:54
Copper mining is tight, which makes the green energy transition even more expensive...
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MevHuntervip
· 01-09 16:52
Copper mine supply crisis? Buy enough before 2040, just shouting won't help
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