Copper Supply Shortage: Rethinking Economics & America’s Opportunity

2025-12-29

Dale Nesbitt

20 min read

Copper Supply Shortage: Rethinking Economics & America’s Opportunity

We see four interrelated issues shaping copper’s future:

Why Supply Growth Stalls

Copper Shortage Under a Geopolitical Lens

Refining and Smelting a Bottleneck

Copper Market Analysis

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Recycling Reality Check

Technological Solutions and the Circular Economy

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A Strategic Global Choice

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