The global copper market is undergoing a massive transformation as tariffs and trade wars continue to disrupt supply chains and create uncertainty.
In a recent conversation, Ivan Bebek, Executive Chairman of Coppernico Metals, sat down with Lyndsay Malchuk from Stockhouse Publishing. Ivan shared his insights on how these factors are reshaping the industry and what it means for investors, miners, and the future of electrification.
Copper has long been a critical material for infrastructure, electrification, and renewable energy. With global demand projected to grow by 3.7% in 2025, its importance has never been greater. However, supply challenges, declining ore grades, and increasing geopolitical pressures are making it harder than ever to secure reliable sources.
One of the biggest concerns right now is the latest round of tariffs targeting copper imports. These measures are pushing physical copper traders to rush shipments to the U.S., tightening availability in other regions and driving down London Metal Exchange warehouse stocks. This rapid shift is creating both opportunities and volatility in the market, leaving many wondering about the long-term impact on copper prices and global mining strategies.
Ivan sees this as part of a larger “economic world war” over commodities. With trade policies becoming more aggressive, he anticipates a continued battle for control over key resources like copper. He also highlights the challenge of declining copper quality. Where high-grade deposits are becoming increasingly rare, forcing mining companies to dig deeper and invest more to extract usable material. This, combined with environmental and permitting delays, is making new production slower and more expensive.
For mining companies like Coppernico Metals, navigating this landscape requires a careful balance of patience, strategic positioning, and capital discipline. While the broader market for copper is strong, junior mining equities are struggling to attract the same level of investor interest as larger producers. Ivan believes this will shift as the market corrects, creating major opportunities for those who have positioned themselves wisely.
Mergers and acquisitions (M&A) will also play a crucial role in the coming months. With many smaller exploration companies struggling financially, consolidation is inevitable. Ivan expects to see increased corporate investments and strategic partnerships as larger players look to secure high-quality copper assets before supply shortages become more critical.
As for the long-term outlook, Ivan is highly optimistic and believes we are on the cusp of a commodities supercycle. This is where rising demand and constrained supply will drive unprecedented value into the sector. While volatility will persist, those who understand the fundamental supply-demand imbalance in copper will recognize the significant investment potential ahead.
In the end, the copper market is at a turning point. The effects of tariffs, geopolitical tensions, and shifting trade policies are reshaping the industry in real-time. For investors, miners, and industry leaders, staying ahead of these trends will be key to capitalizing on what could be one of the most significant commodity cycles in history.
These conversations are packed full of useful knowledge for your portfolio decisions. Remember these are the opinions of our own, with vested interests in particular assets and companies. Always be sure you speak with your Financial Advisor and know your own risk tolerances. For full disclaimer information, please click here
