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Insights · Commodities & Resources

Everything on Commodities & Resources

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  1. Copper ore grades have fallen 40% in 30 years, and new mines take 17 years to develop. This creates a long-term supply deficit that will constrain green energy expansion and increase input costs for manufacturers.

    Impact: Industries reliant on copper, such as EVs and renewable energy, may face higher production costs and supply chain bottlenecks, necessitating early investment in recycling or alternative materials.

    — from Asia Business Trends: Tariffs, Copper, Tax Reform · Nikkei Asia News Roundup with Jada and Brian· Feb 06, 2026