The copper market is where the green revolution runs into the reality of global scarcity.If China managers to stay on track and demand for EVs, green power and infrastructure continue, then the copper market is headed for a supply deficit this decade that's now irreversible.It takes at least seven years to bring in global copper production and some projects coming online this year and next are the final gasp before the pipeline begins to dry out. It's a topic that's fairly well known but many bulls are waiting for prices to reflect a higher incentive price; or to get close to the tight +2026 period to make a move.However this year, the shutdown of Panama's Cobre Panama mine along with lower
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