Copper Cathode (LME Grade A)

Cu · category: structural · USD / tonne

All materials
Moderate supply riskCN 38%

Copper Cathode (LME Grade A)

Structural deficit forecast 2026-2030 driven by AI data-center buildout and electrification.

9,820
USD / tonne
5.8% · 30d

Profile

Category
structural
Primary uses
Grid infrastructure, EVs, Data centers
Top producers
Chile, Peru, DRC, China
China dependency
38%
Supply risk
Moderate

Compliance signals

  • IRA §30D · qualified suppliers identified
  • EU CRMA strategic project · 3 active
  • MOFCOM export license required

Qualified suppliers

3 in atlas
  • US · Mine
    Talon Metals — Tamarack
    18k t/y · ESG 79 · Permitting
    IRMA
  • ZM · Integrated
    KAZ Minerals — Chambishi
    80k t/y · ESG 58 · Operating
    EITI
  • PA · Mine
    First Quantum — Cobre Panamá (idle)
    350k t/y · ESG 42 · Permitting
    ISO-14001

Recent intelligence

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