Copper supply tensions are intensifying in 2026, driven by record demand from the electric vehicle and AI infrastructure sectors. Analysts expect a significant deficit of 10 million tons by 2040, a situation worsened by bottlenecks in the global supply chain. Asia will dominate this growth dynamic, accounting for about 60% of the regional demand increase. In the face of these structural imbalances, copper prices are expected to experience a significant acceleration. Industry experts suggest that a breakout to the upside of the current price channel could lead to doubling of prices in the coming years. This trajectory indicates a sustained bullish scenario for copper prices.