Copper Rally: Why Prices Could Soar Further & How Investors Can Profit

• Copper prices are projected to extend their strong rally into 2026 due to tightening supply and accelerating demand from energy transition industries.
• The metal has already surged about 60% over 2025, driven by robust demand from EVs, renewable energy, and clean power projects, while supply growth is constrained by underinvestment and operational disruptions.
• Years of muted capital expenditure in copper mining, declining ore grades in Chile and Peru, and labor unrest are deepening supply constraints.
• Demand is strong from electric vehicles, solar/wind installations, grid upgrades, and energy storage, indicating a structural, not just cyclical, rally.
• Indian investors lack a domestic copper ETF due to limited retail demand, storage challenges, and absence of a developed investment ecosystem, but can access derivatives on MCX or invest in copper-linked stocks like Hindustan Copper and Hindalco.

Why It Matters: Copper's rally is set to continue into 2026 due to strong demand from green tech and constrained supply.