Why the copper shortage chart could rewrite the investment world

Analysts warn: by 2040, the planet will face a severe copper shortage. Although most investors still focus on crypto assets and stock quotes, the real investment scenario is unfolding elsewhere — on the charts of industrial demand for the red metal.

AI and Data Centers: Hidden Demand for Copper

The first growth trigger is artificial intelligence. The explosive development of AI technologies has led to an exponential expansion of data centers worldwide. Servers and cooling systems require tons of copper cable and electrical components. Each new supercomputer literally “consumes” a month’s supply of copper wiring for critical infrastructure. The demand chart in this sector has already begun to grow rapidly.

Green Energy and Electric Vehicles: Double Impact

The second and third forces are the transportation revolution and the energy transition. Electric vehicle batteries, charging systems, power wires in cabins — copper is needed everywhere. At the same time, wind and solar stations require hundreds of kilometers of copper cable for energy transmission. The combined demand growth chart for copper from these two sectors is much higher than most assume.

From Profitability to Strategic Necessity

An interesting paradox: while traders catch waves on crypto charts, investors looking at long-term trends are already shifting to physical commodities. Copper is not the “boring” coil of cable, as it is disparagingly called in the crypto community, but a key resource of the fourth industrial revolution.

Demand will only accelerate, and supply will tighten. The copper deficit chart is already drawn on the board of investment history. The only question is who will manage to reorient their portfolio in time.