Copper is highly likely to face a supply deficit in 2026, primarily driven by the triple demand surge from power infrastructure, AI data centers, and electric vehicles, while supply remains constrained by aging mines and lagging capital expenditures. Combined with the Federal Reserve's expected interest rate cuts, copper prices are poised to enter an upward trend from the second half of 2025 through 2026.
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Buy Open | 34.36 1,000 | -1.10% Holding |
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- glitzii·12-09 10:26Copper play looks solid! [看涨] Grabbing JX copper at dip before Fed cuts hit1Report