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Copper Supercycle 2026 – The Future Metal in the Age of AI, EVs & Clean Energy Copper Outlook: Price Trends and Industrial Applications – May 28, 2026

Last updated: 28 May 2026
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 “Copper Supercycle 2026 – The Future Metal: How AI, EVs & Clean Energy Drive Copper into a New Golden Era” Copper Outlook: Price Trends, Applications, and Industry Direction – with SO OK TRADING : May 28, 2026

 
Copper Supercycle 2026 – When Copper Becomes the Strategic Metal of the AI Era
 
Current Copper Price Situation
Global copper prices remain “hot and volatile”:

COMEX Futures: $6.29 – $6.33/lb
LME Copper: $13,531 – $13,540/MT (≈ 490 – 495 THB/kg)
Thailand Scrap Copper: 374 – 415 THB/kg
 
Long-Term Bullish Drivers
AI & EV Boom: Surging demand from data centers, electric vehicles, and clean energy infrastructure
Supply Crunch: Output cuts in Chile & Indonesia, TC/RC turning negative for the first time in history
US Tariffs: High import duties triggering stockpiling and forward buying
 
Bearish Risks
Profit-Taking Pressure: Heavy selling around $14,000/MT keeps prices capped
Geopolitical Uncertainty: Trade barriers and tensions may suppress demand, with possible substitution by aluminum
 
Oil & Copper: A New Relationship
Short-Term Negative: Falling oil prices → lower mining & shipping costs → downward pressure on copper
Long-Term Positive: Inflation easing → global recovery → stronger copper demand in infrastructure & clean energy
 
Price Outlook (June – Q3 2026) – SO OK TRADING Analysis
June 2026: $13,500 – $14,400/MT, support at $13,500
Q3 2026: $14,000 – $14,500/MT, driven by AI, EV, and infrastructure investments
 
Global Financial Institutions’ Views
J.P. Morgan: Q2 average $13,500/MT, Q3 correction to $13,000/MT
BHP: “Higher for Longer” – prices unlikely to fall below $12,000/MT in 2026
Aurubis & Codelco: Premiums raised to $315 – $325/MT (+40% YoY), reflecting tight physical market
 
Business Strategy
Buy on Dip: June pullbacks near $13,500/MT are ideal for cost-locking or forward contracts
Watch Hidden Costs: Premiums, freight, and FX volatility may add 5–8% extra costs
 
Conclusion
Copper has entered Supercycle 2026, becoming the backbone of global economic growth and clean energy transition. Despite short-term volatility, structural demand and supply imbalances continue to support high price levels.

 
SO OK TRADING – Your Trusted Business Partner FAST • SHARP • RELIABLE www.sooktrading.com Facebook: SO OK TRADING

Tags :
Copper
Supercycle
AI
EV
Clean Energy
Commodity Market
Metal Outlook
Copper Cathode
Copper Scrap
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ALUMINUM SCRAP THAILAND SUMMARY
ALUMINUM SCRAP THAILAND SUMMARY
Thailand presents significant aluminum scrap opportunities due to its role as a major ASEAN processing hub, high import volumes (especially from the US), strong local manufacturing demand (automotive, electronics), and a growing focus on recycling for sustainability, with potential for suppliers in UBCs, wheels, and industrial scrap, though regulations are tightening. Key opportunities lie in supplying raw scrap to domestic smelters for ADC12 alloy production, catering to the automotive sector, and leveraging Thailand's strategic location for regional trade, but expect strict quality control and compliance. Key Opportunities Processing Hub: Thailand is a leading scrap processing center in ASEAN, transforming scrap into valuable alloys like ADC12 for industries. High Demand: Significant import volumes indicate massive local consumption, especially from the US, driven by manufacturing. Industry Focus: Strong demand from automotive, electronics, and construction sectors for recycled aluminum. Strategic Location: Ideal for refining and re-exporting, serving as a hub replacing China's role in US scrap trade. Recycling Growth: Government support and consumer interest in recycling create a robust supply chain for materials like aluminum cans (UBCs). Types of Scrap in Demand UBCs (Used Beverage Cans): High demand for clean, sorted UBC scrap. Auto Parts: Wheels, extrusions, and other aluminum components from the thriving auto industry. Industrial Scrap: Extrusion scrap, sheet scrap, and general factory offcuts.
26 Dec 2025
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