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CNBC; tariff policy and anticipation of more tariffs driving copper.
absolutely. Policy is very important right now, particularly in terms of tariffs and anticipation of additional tariffs. I would add to that
Gold since this was said: ▲ +2.9% · 4,341 → 4,468 · as of 2026-09-08
CNBC; geopolitics + policy + structural demand behind copper's 50% YTD rise.
what's behind it. It's this combination of geopolitics, policy, and demand that is behind this 50% increase in prices since the beginning of the year.
Gold since this was said: ▲ +2.9% · 4,341 → 4,468 · as of 2026-09-08
CNBC; ~17 years to bring a new copper mine online; persistent supply gap.
analysis, it's like 17 years to bring on a big new copper mine, you just have a gap. But as you say, at
Gold since this was said: ▲ +2.9% · 4,341 → 4,468 · as of 2026-09-08
CNBC; sees copper demand potentially +50% by 2040.
one just sees as we do that there might be a 50% growth in demand between now and 2040, which is
Gold since this was said: ▲ +2.9% · 4,341 → 4,468 · as of 2026-09-08
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