Weekly Podcast and Snapshot

Entering a copper squeeze


In the past, the industrial metal copper has been used in many different ways, ranging from weaponry to construction and all things electrical. Today, copper demand is growing rapidly thanks to defence, electronics & technology, electricity generation & transmission and electric & hybrid vehicles.

This demand growth comes in the context of restricted supply, due to underinvestment in the recent years in this metal and disruptions at large mines. As per the International Copper Study Group global Copper supply will grow by only 0.9%, versus an expected demand growth of 2.1% year-on-year.

The projected supply-demand deficit should force coper prices higher. Several possibilities are then available for investors in order to take part in this commodity/market either through diversified commodities ETFs and funds, through direct investment in the physical copper or even in the mining companies.





Entering a copper squeeze

In this podcast, Edmund Shing, Global Chief Investment Officer at BNP Paribas Wealth Management, discusses copper and explains why he thinks it’s an interesting investment for 2026. 








Snapshot

In this article, Hiba Mouallem, Investment Strategist, analyzes and deeps dive into that subject including macroeconomic updates, sector performance, and strategic positioning.

 



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