Copper prices have risen sharply. Production setbacks at key mines in Indonesia and Chile have taken sizeable volumes offline, including a force majeure declaration at Freeport’s Grasberg site following a serious mudslide. As markets weigh the likelihood of future U.S. rate cuts, the dollar has softened, providing further support for dollar-denominated commodities.
Beyond the short-term price reaction, the deeper story sits in copper’s central role in electrification. Every new solar installation, wind farm, battery system and data centre requires far more copper per megawatt than legacy infrastructure ever did.
Many analysts now expect persistent deficits over the coming years, a view that reframes copper as a strategic resource underpinning the energy transition. This shift in perspective is increasingly visible in how investors treat copper equities and producers with scalable, low-carbon projects as long-term assets aligned with structural transformation.
Jubilee Metals Group plc (LON:JLP) is a diversified metal recovery business with a world-class portfolio of projects in South Africa and Zambia. The Company’s expanding multi-project portfolio across South Africa and Zambia provides exposure to a broad commodity basket including Platinum Group Metals, chrome, lead, zinc, vanadium, copper and cobalt.
