The global copper market in 2025 is at a crossroads, shaped by a perfect storm of supply-side shocks and an accelerating green energy transition. For institutional investors, this confluence presents both risks and opportunities. Copper, long a barometer of industrial health, now sits at the nexus of geopolitical tensions, production bottlenecks, and a structural surge in demand from electrification and decarbonization. Understanding this dynamic is critical for identifying strategic entry points in copper-linked equities and commodities.

Supply-Side Shocks: A Perfect Storm of Disruptions

From 2023 to 2025, global copper production has faced unprecedented headwinds. Key mines such as Chile’s Escondida and Collahuasi, Indonesia’s…