Copper is in the headlines once again this morning JP Morgan writes on copper miners maintaining overweight recommendations on several stocks saying:

“JPM Commodities Research forecasts the global copper market to be in deficit from 2026 onwards ( link ) and our analysis indicates that demand destruction & substitution to alternative materials is unlikely to ‘crash the party’ at current prices ”

Whilst the FT focuses on the possible shocks to global economies from a copper supply shortage.