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The energy transition and artificial intelligence rely on copper. It is time and again the dependencies on other countries that give rise to concern. The International Energy Agency identifies 20 strategic minerals in the fields of defense, aerospace, and artificial intelligence where China holds enormous market power. This is because China is the largest refiner of 19 of these 20 minerals. Nickel is an exception, though a significant portion of the capacity there is controlled by Chinese companies.

Without China, estimates suggest, the rest of the world can cover only half of its demand for battery metals and rare earths. Investments, strategies, and considerations regarding risk mitigation are therefore necessary, including in the copper sector. According to the International Energy Agency, a supply gap looms that could reach around 30 percent by 2035. For instance, the copper grade of mines has fallen by about 40 percent since 1991, while costs have risen. And there is also a lack of major new discoveries.

This points to higher copper prices. Investment bank UBS expects a price of $15,000 per ton of copper by the end of March 2027. And it recommends that investors hold long positions in copper. UBS has raised its supply deficit forecast for 2026 to 520,000 tons of copper. This also brings mining companies with copper in their projects into the spotlight.

Axo Copper – https://www.commodity-tv.com/ondemand/companies/profil/axo-copper-corp/ – owns the La Huerta copper project in Mexico. It covers approximately 11,300 hectares and is a new copper discovery in the promising Sierra Madre belt. The latest drill results are extremely positive (for example, 2.26 percent copper and 6.29 grams of silver per ton of rock, as well as a 4.2-meter interval with 3.69 percent copper and 9.33 grams of silver per ton of rock). The company recently acquired Sapuchi Minera and, with it, the San Antonio Gold Project in Mexico, which is at an advanced stage of development.

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 injected new funds into the company’s coffers.

Current company information and press releases from Axo Copper (- https://www.resource-capital.ch/en/companies/axo-copper-corp/ -) and Mogotes Metals (- https://www.resource-capital.ch/en/companies/mogotes-metals-inc/ -).

You can also find further information in our new Battery Metals Report at the following link: https://www.resource-capital.ch/en/reports/view/battery-metals-report-2025-11-update/

Sources: Axo Copper, Mogotes Metals,

https://www.spglobal.com/energy/en/news-research/latest-news/metals/120125-copper-faces-30-supply-deficit-by-2035-iea-warns-at-uk-summit;

https://www.resource-capital.ch/en/reports/view/battery-metals-report-2025-11-update/

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