Advertisement/Advertising – This article is distributed on behalf of Meridian Mining Plc. and Arizona Sonoran Copper Company Inc., with which SRC swiss resource capital AG has paid IR consulting agreements. Creator: SRC swiss resource capital AG · Author: Ingrid Heinritzi · First published: January 15, 2026, 8:45 p.m. Zurich/Berlin
Concerns about copper supply are mounting. Since Friday, hundreds of miners have been on strike at the Mantoverde copper mine in Chile. It is almost completely shut down. According to the union involved, a prolonged strike is expected. Chile is the world's largest copper producer. Even though the Mantoverde mine accounts for only a small portion of global copper production, deficits in worldwide copper production are increasing. Not long ago, the Grasberg mine in Indonesia caused a stir. Force majeure has restricted production.
In addition, there is the US customs policy, whose future with regard to the reddish metal is uncertain and which distorts prices and leads to high premiums on the global copper markets. Overall, it is shortages, declining ore grades, and strict approval procedures that are affecting the price of copper. There will be hardly any new production capacity in the current year. On the other hand, data centers and artificial intelligence, as well as e-mobility and the expansion of power grids, are driving up demand for copper.
At the same time, inventories are low. The majority of analysts agree that there will be a copper shortage in 2026. In fact, a gap of several hundred thousand tons of copper per year is forecast for the next few years. As a result, the price of copper has not only quickly broken through the US$10,000 per ton mark but has now also broken through the US$13,000 per ton mark. Investors should look out for copper companies that have strong reserves and are based in mining-friendly jurisdictions.
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 money into Arizona Sonoran Copper's coffers.
Meridian Mining - https://www.commodity-tv.com/ondemand/companies/profil/meridian-mining-uk-societas/ - owns the promising Cabaçal project (copper, gold, silver) in Brazil, located in a region with a well-developed and productive mining sector. Due to a name change, Meridian Mining UK became Societas Meridian Mining Plc.
Current company information and press releases from Meridian Mining (- https://www.resource-capital.ch/en/companies/meridian-mining-uk-societas/ -) 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 precious metals report at the following link: https://www.resource-capital.ch/de/reports/ansicht/batteriemetall-report-2025-11-update/
Sources:
https://icsg.org/download/2025-12-19-monthly-press-release/?wpdmdl=9059&refresh=6946b1d8e2bc91766240728;
https://www.resource-capital.ch/de/reports/ansicht/batteriemetall-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.