Markets saw it first. Now mainstream media is catching up to what traders have long understood.

Copper supply isn't just strained—it's become a genuine systemic flashpoint.

Here's the collision nobody can avoid: energy transition demands surge, AI infrastructure buildout accelerates, nations race to reshoring supply chains. All three trends pull in the same direction. All three need copper. Lots of it.

But here's the problem—you can't negotiate with geology. Copper deposits don't multiply on command. Ore grades keep declining. New mine capacity takes a decade to bring online. The physics don't bend.

When inelastic demand crashes into inelastic supply, something gives. And it won't be pleasant.

Slower global growth isn't a forecast anymore. It's approaching as certainty.