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The Great Copper Wall: A 2026 Supply Cliff Looms

Cover Image for The Great Copper Wall: A 2026 Supply Cliff Looms
Capitality Research
Capitality Research

Originally sent to subscribers on 1/19/2026. Full article will be public on 1/26/2026.

A structural copper cliff is set to hit the global economy by 2026, threatening the entire green transition. Decades of declining ore grades and bureaucratic paralysis are creating a geostrategic bottleneck that monetary policy cannot solve.

This article is currently subscriber-only. It will be available publicly on 1/26/2026.

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The Great Copper Wall: A 2026 Supply Cliff Looms | Capitality