Great insight from Robert Kiyosaki (source: FB group)
„THE NEXT GLOBAL SHORTAGE WON’T BE OIL.
IT WON’T BE GOLD.
IT WILL BE COPPER.
And almost nobody is prepared for it.
For decades, copper was treated as a boring industrial metal. Wires. Pipes. Construction.
That era is over. Copper is quietly becoming one of the most strategic materials in the world, and the numbers make that very clear.
HERE’S THE REAL SUPPLY–DEMAND PROBLEM
Global copper demand is projected to rise from about 28 million tonnes today to roughly 42 million tonnes by 2040.
That’s not speculation. That growth is being driven by three unstoppable forces:
- Electrification
- Digital infrastructure
- Energy transition
Electric vehicles use several times more copper than combustion engines. Power grids need massive copper upgrades. Renewables are copper-intensive. And AI data centers are copper-hungry on a scale most people don’t understand yet. AI-related copper demand alone is expected to grow by over 120%, reaching around 2.5 million tonnes by 2040.
That’s just one sector.
NOW LOOK AT SUPPLY
Copper supply is not growing the same way. Global production is expected to peak around 34 million tonnes near 2030, then gradually decline to around 32 million tonnes by 2040.
Why? Because copper mining is:
- Capital-intensive
- Slow to permit
- Environmentally constrained
- Geopolitically sensitive
New discoveries are smaller.
Grades are lower. Projects take a decade or more to bring online. You can’t flip a switch and create copper.
PUT THOSE TWO LINES TOGETHER
Demand by 2040: ~42 million tonnes
Supply by 2040: ~32 million tonnes
That’s a potential deficit of roughly 10 million tonnes. About one-third of today’s entire global copper demand.
That’s not a cycle. That’s a structural shortage.
WHY ASIA MATTERS MOST
Asia is expected to account for around 60% of global copper demand growth. China, India, Southeast Asia — all expanding grids, cities, EV adoption, and digital infrastructure at the same time.
Once infrastructure is built, copper is locked in place for decades. That metal doesn’t come back to market easily.
My rich dad taught me:
“Watch what the world cannot function without — not what’s popular.”
No electricity without copper.
No data centers without copper.
No EVs without copper.
No modern grid without copper.
Copper is not optional. It’s foundational.
WHY COPPER IS BECOMING STRATEGIC
When a resource is:
- Essential
- Hard to replace
- Slow to expand
And demanded by governments, not just consumers, It stops behaving like a commodity. It starts behaving like a strategic asset.
That’s why nations are paying attention. That’s why supply chains are being rethought. That’s why long-term pricing power shifts.
This isn’t about chasing prices. It’s about understanding where pressure builds before headlines appear. Copper isn’t running out tomorrow.
But the world is building a future that requires far more copper than it can easily produce.
And history shows one thing very clearly:
When demand is unavoidable and supply is constrained, price is just the messenger. The real story is scarcity.
And copper is quietly becoming one of the most important scarcity stories of the next 20 years.“
#kiyosaki #copper
