Huge copper shortage to pose ‘systemic risk’ to global economies, warns S&P
Affected assets and topics
Why it matters
S&P Global warns of a significant copper shortage by 2040, predicting a 10mn tonnes deficit, which could pose 'systemic risk' to global economies, equivalent to nearly one-third of current global demand.
Article tone
Expected market reaction
Market impact analysis based on bearish sentiment with 90% confidence.
Evidence trail
Evidence
AI provenance
Technical identifiers
- Provider tag
- groq-llama-3.1-8b-instant
- Analysis version
- groq-llama-3.1-8b-instant
- Article id
- 30038
Original source
Data group forecasts deficit of 10mn tonnes by 2040, equivalent to nearly one-third of current global demand
Read the full article on Financial Times
Original article published by Financial Times on January 8, 2026. Analysis and insights provided by AnalystMarkets AI.