Recognizing the Importance of Copper

A global recession and economic downturn loom due to the situation in the energy sector and price inflation. But the price of copper is holding up well. This is because new factors are driving the price. These include a lack of investment, the long time required to develop new deposits, and declining ore grades. Globally, there are only a few places where new projects can be brought to production quickly and cost-effectively. And copper prices would have to rise even further for large corporations to invest capital. While copper can be recycled well, the quantities required are immense.

The modernization of energy systems and the infrastructure for artificial intelligence will give copper demand a massive boost — and Citibank isn’t the only one who sees it that way. Goldman Sachs, for example, expects a copper price of $13,735 per ton by year-end, while Citibank forecasts $14,500 per ton. A price of $15,000– s is also considered realistic within the next six to twelve months. This is because, in addition to robust demand, there is tighter supply and tailwinds from U.S. tariffs. Furthermore, U.S. policymakers are expected to maintain ambiguity regarding tariffs.

Presumably, the U.S. wants to keep copper within the country. Furthermore, there are already voices predicting lower scrap and mine production for 2026 and 2027 than previously assumed. A copper deficit is expected to emerge in 2027. So there is a combination of supply concerns and structural demand drivers. Investments in defense are increasing, the energy transition is gaining momentum, and it is well known that major technology companies are investing heavily in the construction of data centers.

Arizona Sonoran Copper Company – https://www.commodity-tv.com/ondemand/companies/profil/arizona-sonoran-copper-company-inc/ – owns the Cactus Copper Project in Arizona. It has a very strong economic valuation. Arizona Sonoran Copper is set to be acquired by Hudbay Minerals. Arizona shareholders will receive 0.242 shares of Hudbay Minerals common stock for each share held. Shareholders who wish to remain involved in this highly promising project—and especially in the promising copper sector—should consider accepting this offer or switching to other promising copper companies.

Aurania Resources – https://www.commodity-tv.com/ondemand/companies/profil/aurania-resources-ltd/ – focuses on precious metals and critical energy commodities in Europe, specifically in Italy (nickel, cobalt, iron, copper, and chromium) and France. There, the company has also added three new exploration licenses (gold, polymetallic metals) through a subsidiary. The nickel-cobalt project in northern Italy is impressing with the latest drill results, which show significant nickel, cobalt, and copper values. In Iceland, Aurania Resources is involved in a gold project.

Current company information from Aurania Resources (- https://www.resource-capital.ch/de/unternehmen/aurania-resources-ltd/ -) and the Arizona Sonoran Copper Company (- https://www.resource-capital.ch/de/unternehmen/arizona-sonoran-copper-company-inc/ -).

You can also find further information in our new Battery Metals Report at the following link: https://www.resource-capital.ch/de/reports/ansicht/batteriemetall-report-2025-04/.

Sources: Arizona Sonoran Copper Company, Aurania Resources,

https://www.4investors.de/nachrichten/goldinvest.php?sektion=goldinvest&ID=7929;

https://www.resource-capital.ch/de/reports/ansicht/batteriemetall-report-2025-04/.

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