Advertisement/Advertising – This article is distributed on behalf of Arizona Sonoran Copper Company Inc. and Mogotes Metals Inc., with which SRC swiss resource capital AG has paid IR advisory agreements. Creator: SRC swiss resource capital AG · Author: Ingrid Heinritzi · First published: January 22, 2026, 5:35 p.m. Zurich/Berlin
Analysts and major international banks are largely optimistic about the copper price in the coming years. The reasons for this are supply shortages and global decarbonization, which are consuming copper. Electrification, e-mobility, the expansion of power grids, and the increased demand for semiconductors are also driving strong demand for copper. Analysts at Goldman Sachs are not quite as positive. They expect the price of copper to fall by the end of 2026. They attribute this to rising inventories, a larger supply of scrap, and demand that is falling short of expectations.
It remains to be seen whether the Goldman Sachs analysts are right. However, new mines are being developed in producing countries such as Chile and Peru, but this could take years. In order to justify new mines, or rather the high development costs, a strong copper price will be needed in the coming months and years. Overall, however, the price trend for copper is likely to be upward. This is because the aforementioned price drivers, such as electromobility and renewable energies, are clearly growing areas, as are AI and data centers, which require copper. And it is in these areas that new applications are emerging that will drive demand.
A continuing deficit is also forecast for the copper market. It takes a long time for new mines to come on stream, there are often delays, and the costs and environmental requirements are considerable. And ore grades are declining at existing mines.
Mogotes Metals - https://www.commodity-tv.com/ondemand/companies/profil/mogotes-metals-inc/ - is in the exploration and development stage and owns copper and gold projects in the promising Vicuña district in Argentina and Chile. The Filo Sur copper project (Argentina) appears particularly promising. A private placement has brought new money into the company's coffers.
Arizona Sonoran Copper Company - https://www.commodity-tv.com/ondemand/companies/profil/arizona-sonoran-copper-company-inc/ - owns the Cactus project in Arizona. It has a very good economic rating, is suitable for simple open-pit mining, and has a projected life of 22 years. A recent private placement has brought fresh cash into Arizona Sonoran Copper's coffers.
Current company information and press releases from Mogotes Metals (- https://www.resource-capital.ch/en/companies/mogotes-metals-inc/ -) and Arizona Sonoran Copper Company (- https://www.resource-capital.ch/en/companies/arizona-sonoran-copper-company-inc/ -).
Further information is also available in our new battery metals report at the following link: https://www.resource-capital.ch/en/reports/view/battery-metals-report-2025-11-update/
Source:
https://www.ariva.de/kupfer-london-kurs/news/13-000-geknackt-und-dann-das-kupfer-rallye-am-ende-rsf-11874840;
https://www.resource-capital.ch/en/reports/view/battery-metals-report-2025-11-update/
In accordance with Section 85 of the German Securities Trading Act (WpHG) in conjunction with Article 20 of Regulation (EU) 2016/958 (MAR), we hereby disclose that authors/employees/affiliated companies of SRC swiss resource capital AG may hold positions (long/short) in issuers discussed. Remuneration/relationship: IR contracts/advertorial: Own positions (author): none; SRC net position: less than 0.5%; issuer's stake in SRC ≥ 5%: no. Update policy: no obligation to update. No guarantee for the translation into German. Only the English version of this news release is authoritative.
Disclaimer: The information provided does not constitute any form of recommendation or advice. We expressly draw attention to the risks involved in securities trading. No liability can be accepted for any damage arising from the use of this blog. We would like to point out that shares and, in particular, warrant investments are generally associated with risk. The total loss of the capital invested cannot be ruled out. All information and sources are carefully researched. However, no guarantee is given for the accuracy of all content. Despite the utmost care, I expressly reserve the right to errors, particularly with regard to figures and prices. The information contained herein comes from sources that are considered reliable, but does not claim to be accurate or complete. Due to court rulings, the content of linked external sites is also our responsibility (e.g., Hamburg Regional Court, in its ruling of May 12, 1998 - 312 O 85/98), as long as we do not expressly distance ourselves from them. Despite careful content control, I assume no liability for the content of linked external sites. The respective operators are solely responsible for their content. The disclaimer of SRC swiss resource capital AG, which is available at https://www.resource-capital.ch/de/disclaimer-agb/, applies additionally.
Analysts and major international banks are largely optimistic about the copper price in the coming years. The reasons for this are supply shortages and global decarbonization, which are consuming copper. Electrification, e-mobility, the expansion of power grids, and the increased demand for semiconductors are also driving strong demand for copper. Analysts at Goldman Sachs are not quite as positive. They expect the price of copper to fall by the end of 2026. They attribute this to rising inventories, a larger supply of scrap, and demand that is falling short of expectations.
It remains to be seen whether the Goldman Sachs analysts are right. However, new mines are being developed in producing countries such as Chile and Peru, but this could take years. In order to justify new mines, or rather the high development costs, a strong copper price will be needed in the coming months and years. Overall, however, the price trend for copper is likely to be upward. This is because the aforementioned price drivers, such as electromobility and renewable energies, are clearly growing areas, as are AI and data centers, which require copper. And it is in these areas that new applications are emerging that will drive demand.
A continuing deficit is also forecast for the copper market. It takes a long time for new mines to come on stream, there are often delays, and the costs and environmental requirements are considerable. And ore grades are declining at existing mines.
Mogotes Metals - https://www.commodity-tv.com/ondemand/companies/profil/mogotes-metals-inc/ - is in the exploration and development stage and owns copper and gold projects in the promising Vicuña district in Argentina and Chile. The Filo Sur copper project (Argentina) appears particularly promising. A private placement has brought new money into the company's coffers.
Arizona Sonoran Copper Company - https://www.commodity-tv.com/ondemand/companies/profil/arizona-sonoran-copper-company-inc/ - owns the Cactus project in Arizona. It has a very good economic rating, is suitable for simple open-pit mining, and has a projected life of 22 years. A recent private placement has brought fresh cash into Arizona Sonoran Copper's coffers.
Current company information and press releases from Mogotes Metals (- https://www.resource-capital.ch/en/companies/mogotes-metals-inc/ -) and Arizona Sonoran Copper Company (- https://www.resource-capital.ch/en/companies/arizona-sonoran-copper-company-inc/ -).
Further information is also available in our new battery metals report at the following link: https://www.resource-capital.ch/en/reports/view/battery-metals-report-2025-11-update/
Source:
https://www.ariva.de/kupfer-london-kurs/news/13-000-geknackt-und-dann-das-kupfer-rallye-am-ende-rsf-11874840;
https://www.resource-capital.ch/en/reports/view/battery-metals-report-2025-11-update/
In accordance with Section 85 of the German Securities Trading Act (WpHG) in conjunction with Article 20 of Regulation (EU) 2016/958 (MAR), we hereby disclose that authors/employees/affiliated companies of SRC swiss resource capital AG may hold positions (long/short) in issuers discussed. Remuneration/relationship: IR contracts/advertorial: Own positions (author): none; SRC net position: less than 0.5%; issuer's stake in SRC ≥ 5%: no. Update policy: no obligation to update. No guarantee for the translation into German. Only the English version of this news release is authoritative.
Disclaimer: The information provided does not constitute any form of recommendation or advice. We expressly draw attention to the risks involved in securities trading. No liability can be accepted for any damage arising from the use of this blog. We would like to point out that shares and, in particular, warrant investments are generally associated with risk. The total loss of the capital invested cannot be ruled out. All information and sources are carefully researched. However, no guarantee is given for the accuracy of all content. Despite the utmost care, I expressly reserve the right to errors, particularly with regard to figures and prices. The information contained herein comes from sources that are considered reliable, but does not claim to be accurate or complete. Due to court rulings, the content of linked external sites is also our responsibility (e.g., Hamburg Regional Court, in its ruling of May 12, 1998 - 312 O 85/98), as long as we do not expressly distance ourselves from them. Despite careful content control, I assume no liability for the content of linked external sites. The respective operators are solely responsible for their content. The disclaimer of SRC swiss resource capital AG, which is available at https://www.resource-capital.ch/de/disclaimer-agb/, applies additionally.
