Stjepan Kalinic

Copper prices set to rise in 2026 due to supply concerns. UBS upgrades outlook, projecting deficits and disruptions.

EU is diversifying critical mineral supply chains by investing in Australian projects and domestic production.

World's largest mining project, Simandou in Guinea, launched with potential to quadruple GDP. China gains control.

Canada's 2025 budget allocates billions to boost mining sector and establish sovereign fund for critical minerals.

Canada announces $6.4B critical mineral projects to challenge China's dominance in supply chain, invoking Defence Production Act.

Platinum prices surged on China's tax policy change, causing a gap between physical and futures markets. Supply concerns drive demand.

Private equity investors are investing $1B in critical minerals via Appian-IFC fund. This boosts supply chain security and local development.

Copper prices surge to record high due to supply constraints and ESG regulations. Major mines stalled or suspended, causing global deficit.

The global copper market is shifting from surplus to shortage as supply disruptions, strong demand, and mine delays tighten 2025–2026 outlook.

Global materials and mining revenues fell in 2024, but AI, defense demand, and productivity gains signal a rebound.