Copper Surges 50% in 2025, Poised for Best Year Since 2009 Amit Gupta, Kedia Advisory
Copper prices have soared 50% in 2025, hitting record highs above $12,000 per ton as supply disruptions and strong demand outlooks drive the market
Key Highlights
* Copper prices up nearly 40% globally and 50% on MCX in 2025.
* Supply disruptions in major mines across Indonesia, Congo, and Chile constrained output.
* Traders accelerated shipments to the US ahead of possible import tariffs.
* Demand strengthened from global power grid, green energy, and AI infrastructure expansion.
* Forecast continued tightness into 2026 amid limited new production.
Copper’s extraordinary rally this year has made it one of the best-performing commodities since 2009. Prices climbed to a historic $12,282 per ton on the LME and around ?1,200 per kg on the MCX. The surge was fueled by multiple mine shutdowns, tariff-related stockpiling, and expectations of improved global liquidity. Market confidence was further boosted by copper’s crucial role in clean energy technologies, electric vehicles, and the rising energy demand from artificial intelligence data centers.
The broader metals market also reflected bullish sentiment — aluminum rose 16%, tin surged 47%, and zinc gained 4%, supported by production bottlenecks. Analysts caution, however, that sustained price levels may depend on economic growth and recovery in industrial consumption in 2026.
If the supply tightness persists, copper could maintain its momentum into next year, reinforcing its status as the metal of the future.
Finally, Copper’s 2025 rally underscores its critical role in the global energy transition and AI-driven infrastructure demand.
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