Copper Price Skyrockets 30%: Investors Brace for Looming 2026 Supply Squeeze
Copper just ripped through the market with a 30% surge. This isn't just a blip—it's a warning flare for a structural deficit that's set to tighten its grip by 2026.
The Coming Crunch
Forget short-term noise. The real story is the impending supply wall. Major mines are aging, new projects face brutal lead times and regulatory gauntlets, and the green energy transition—from EVs to grid infrastructure—is swallowing copper at an unprecedented rate. The math is simple: demand trajectories are outpacing supply solutions. The market is pricing in a deficit that hasn't even fully arrived yet.
Investor Calculus
Smart money isn't just watching the ticker; it's mapping the choke points. They're looking at capital expenditure cycles, political risks in key mining jurisdictions, and substitution economics. The playbook involves securing physical exposure, futures contracts, and equities in producers with clean growth pipelines. It's a classic scramble for a hard asset in a world printing soft promises—because when physical reality bites, financial instruments can get a little queasy.
The 2026 countdown is on. The recent price move is just the opening act for a fundamental reshuffling of one of the world's most critical industrial metals. Get ready for a market where geology trumps geopolitics, and tangible supply chains matter more than Treasury yields. After all, you can't electrify the global economy with an IOU.
Copper Price Overhaul: What’s Happening
As per the latest post by the Kobeissi letter, the copper price is now inching towards an all-time high, driven by extensive stockpiling and hoarding. The asset is expected to lead the commercial domains, and its scarcity is now impacting enterprises in a way, compelling them to hoard the asset for now. Experts are now projecting a shortage of copper for 2026, which can further spike its price to unprecedented highs.
Per KL, copper inventories have now surged by 656000 tonnes, the highest since 2018, signalling the change. The post added that copper is now on track to face a deficit next year.
Copper prices are surging:
Copper prices in London hit a record $11,620 per TON on Friday.
Prices have risen over +30% this year as investors anticipate a shortage driven by aggressive US stockpiling ahead of potential import tariffs next year.
Inventories at global exchanges… pic.twitter.com/UU8u8KUIXD
2026: A Year Of Metals Dominating The Space?
Copper prices are surging rapidly, raising the possibility that 2026 could become a breakout year for metals. Gold and silver are also gearing up to shatter multiple records, with analysts expecting both to hit new all-time highs next year.
BREAKING:
KIYOSAKI CALLED THE CRASH AND HERE WE ARE.
He said: “Crash coming. I’m buying.”
Today’s price action? Hard to argue with him.
2026 targets remain unchanged:
– Bitcoin $250,000
– ethereum $60,000
– Gold $27,000
– Silver $100
He’s not positioning for a rally.
He’s… pic.twitter.com/CrdikAABav
