Deutsche Bank Predicts Severe Copper Market Shortage and Revises Prices

Serdar HocamAuthor & Editor

Deutsche Bank has upwardly revised its copper price forecasts due to expected supply shortages in the copper market, predicting massive increases per ton.

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Deutsche Bank'tan bakırda ‘ciddi kıtlık' beklentisiyle fiyat revizyonu

Deutsche Bank has significantly revised its copper price forecasts amid expectations of a severe shortage in the global copper market, projecting high tonnage prices for the coming years.

Expectation of Price Increase

According to information shared by Deutsche Bank analyst Ghali, buyers are engaged in a historic competitive struggle to secure metal supply, which is driving prices higher.

In the note published by the bank, it was stated that an increase of approximately 50 percent is projected in copper prices in line with changes in market balances and current indicators.

Inventory Status and Liquidity Crisis

It was noted that ready inventories have fallen to unprecedentedly low levels, and the global copper market is transitioning from a demand boom to a liquidity crisis.

It was emphasized that current market conditions will make it difficult for the US and China to meet their stockpiling activities and potential disruptions in refined copper supply.

Forecasts for Coming Years

Within the framework of the strategic revision, Deutsche Bank expects the average copper price per ton to be at the level of $20,900 in the year 2027.

The bank also announced its average price forecast per ton for 2028 as $18,500, stating that the tightness in the market will continue.

Current Market Situation

Despite these high price forecasts for the future, short-term fluctuations are being experienced in copper prices traded on the London Metal Exchange.

Copper on the London Metal Exchange recorded a 1.1 percent decline, continuing to find buyers at the level of $14,458.50 per ton.