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Commodities

Copper Prices Driven by AI-Related Demand, Arbitrage Flows

Guavy AI Editorial Team
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Copper
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Copper prices have been influenced by factors beyond traditional supply and demand fundamentals since February 2025, according to Societe Generale's Commodity Compass Analytics team.

The team, led by Michael Haigh and Jeremy Sellem, points out that arbitrage flows and US trade policy have joined forces with limited mine supply, strong competition for copper concentrates, and growing demand from AI, data centres, power grids, and electric vehicles (EVs) to support prices.

This shift has made traditional analysis of Copper returns increasingly difficult, as new market forces centred on geographic arbitrage and trade policy interact with long-term fundamentals.

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