1. 32% of global semiconductor production may face copper supply disruptions by 2035. 2. This disruption could quadruple current levels, impacting industries reliant on copper.
The anticipated disruption in copper supply could drive up copper prices, positively influencing CPER, a copper ETF. Historically, supply shortages have led to price surges, confirming copper's status as a critical resource in tech manufacturing.
The report from PwC highlights critical future disruptions affecting supply chains, directly relevant to CPER investors. Increased demand for copper amidst declining supply can lead to higher investment interest in CPER.
The implications of climate-related disruptions are long-term, projected to affect copper availability and prices until 2035. This horizon aligns with historical trends where prolonged supply issues created upward pressure on commodity prices.