22 May | Other

IEA warns of growing risks for copper supply chains

IEA warns of growing risks for copper supply chains

The International Energy Agency (IEA) warns in its 2025 outlook that copper and other critical minerals face heightened supply chain risks. The industry is under pressure from growing challenges, including tighter export restrictions and heavy reliance on just a handful of producing countries. Meanwhile, investment and exploration in the sector are declining.

The IEA projects a potential 30% copper supply shortfall by 2035, as surging demand for grid expansions clashes with inadequate mining capacity growth.

In 2024, just three countries control 86% of the key metals market, including copper, lithium, nickel, cobalt, and graphite. Nearly all new production comes from a single source—Indonesia for nickel and China for the rest.

Elena Dorokhina MarketCheese
Period: 16.12.2025 Expectation: 2400 pips
Selling Tesla shares amid correction from local high
Today at 10:08 AM 19
Period: 19.12.2025 Expectation: 600 pips
AUDUSD on track to retest its 2025 high
Today at 08:41 AM 16
Period: 16.12.2025 Expectation: 4900 pips
Selling BTCUSD amid expectations of Fed hawkish comments
Today at 06:37 AM 16
Gold buy
Period: 15.12.2025 Expectation: 16000 pips
Gold needs to cool off ahead of its next leg up
Yesterday at 10:26 AM 96
Period: 19.12.2025 Expectation: 1000 pips
Silver poised to consolidate above $59 following correction
Yesterday at 09:52 AM 44
Period: 15.12.2025 Expectation: 1900 pips
S&P 500 rally faces key test before Fed meeting
Yesterday at 06:27 AM 39
Go to forecasts