Copper markets have become unusually sensitive to any sign of supply disruption as investors pour into the sector on expectations of long-term shortages tied to electrification and AI infrastructure, according to mining analyst Juan Carlos Guajardo.
Speaking to MINING.COM amid controversy over disputed production figures at Codelco, Guajardo said the market’s focus on supply constraints is helping attract financial investors into copper — and warned prices could move significantly higher if the metal breaks above its inflation-adjusted historical highs.
