Lighthouse Canton says global power demand jumps 40% by 2035, driving multi-year copper squeeze

• Lighthouse Canton flagged an “Age of Electricity” demand surge, with global power use projected to rise 40% to 39,500 TWh by 2035.
• Grid infrastructure was identified as the key bottleneck, lifting multi-year demand prospects for copper, aluminum, silver tied to transmission buildout.
• Copper demand projected at 42.7 million tonnes by 2035 versus 28.2 million tonnes in 2025, driven by EVs, grids, data centers.
• Mine supply forecast to peak around 33 million tonnes in 2030, covering about 70% of 2035 demand; deficit risk seen rising.
• Silver deficits projected to persist through 2030, with a 2026 shortfall forecast at 46.3 million ounces, reflecting byproduct supply constraints.

Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Lighthouse Canton Pte Ltd published the original content used to generate this news brief on August 14, 2026, and is solely responsible for the information contained therein.