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Carlos Sanchez: Copper Market Outlook 2026–2035. Prices, Supply Deficit & Global Demand Shifts
Michael Fox interviews Carlos Sanchez of CPM Group on the 10-year copper outlook, breaking down why prices may climb through November before facing short-term pullbacks from geopolitical risks like US-Iran tensions and tariff uncertainty. The discussion explores a widening copper supply deficit driven by mine disruptions in Chile and Indonesia, stockpiling, and refining bottlenecks, alongside the growing impact of global trade policies and China’s dominance in processing. Carlos highlights how future demand growth is expected to come from construction, energy infrastructure, and emerging…
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