The Pathway for Copper to 2030

Copper Market Analysis

This report analyses existing supply and demand forecasts and discusses some of the many assumptions and sensitivities that need to be considered when analysing the potential copper market supply and demand dynamics in 2030.

It appears to be an accepted fact that over the coming decade there will be insufficient copper supply to balance the demand for copper. However, this is not the view of everyone in the market and this has prompted us to take a closer look at the copper market to see how these views can be so different. This report considers the current supply and demand assumptions and examines the outlook for copper to 2030.

The result is a market deficit of about 1.9 Mt. While the assumptions used are open to debate, they are not unreasonable, and the forecast shows a materially smaller deficit to that assumed by the general market consensus.

Nevertheless, this still suggests that copper supply is likely to struggle to match demand forecasts and more investment is required in greenfield and brownfield production. More investment, more M&A and more innovation will all be needed which will likely require higher copper prices relative to historical levels.

A full report can be accessed through this e-mail (see below). The link below will take the recipients of this e-mail directly through to the RFC Ambrian website where they will be able to access this 30-page report.  

To view the full report, please click here.

This is a temporary link that will be switched off after a limited time period. To gain permanent access to this and all our other reports, please follow the instructions to register for a username and password on the RFC Ambrian website.  


Research 

David Bird 

+44 (0)20 3440 6800  

david.bird@rfcambrian.com 

Corporate Broking 

Charlie Cryer 

+44 (0)20 3440 6834 

charlie.cryer@rfcambrian.com 


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