# Rising Copper Demand to Cause a 25% Supply Gap by 2035, says IEA Canonical Atlas analysis: https://atlas-staging.minestarters.com/news/rising-copper-demand-to-cause-a-25-supply-gap-by-2035-says-iea--e0e61948-71ae-4b44-ac9e-b1efb72ba6de Original source: https://www.cruxinvestor.com/posts/rising-copper-demand-to-cause-a-25-supply-gap-by-2035-says-iea Publisher: cruxinvestor Original announcement: 2026-09-14T00:00:00.000Z Analysis by Minestarters Atlas Atlas analysis published: Unknown date Atlas analysis updated: Unknown date - Company: Crux Investor - Ticker: Unavailable - Exchange: Unavailable - Region: Unavailable - Primary commodity: Copper - Secondary commodities: Silver, Gold, Nickel - Document categories: Drill results, Other, Metallurgy - Extracted: 2026-09-15 07:03:36 UTC Narrative sentiment: 0.20 · Bullish ## Minestarters Atlas summary The International Energy Agency \(IEA\) projects a 25% copper supply gap by 2035 due to rising demand and declining major discoveries. The report highlights that while mine-site expansions sustain near-term output, long-term supply requires new independent discoveries and significant capital investment. Reasoning: The article is a market commentary piece discussing global copper supply-demand dynamics and industry trends rather than a specific company announcement. - Positive factor: projected supply gap creates demand for new projects - Positive factor: existing infrastructure reduces development timelines - Negative factor: decline in major copper discoveries - Negative factor: increasing drilling depths and costs - Negative factor: long discovery-to-production timelines Facts used in scoring: 10 ## Classification and evidence **Nearology Play** Polarity: neutral Story-specific tag Definition: Value premise rests on proximity to a known deposit rather than own results. Why it applies: The article discusses the value of projects based on their proximity to existing infrastructure and known deposits. Evidence · text > Mine-site programs can extend known deposits more quickly and sustain near-term output. **Mill Route** Polarity: neutral Definition: Processing via mill or concentrator \(CIL, CIP, tank leach, flotation\). Why it applies: the document describes a flotation route \("concentrate"\) **Single Domain Only** Polarity: negative Definition: Testing limited to one composite or domain — representativeness not established. Why it applies: only one composite was tested ## Extracted facts Stored fact records: 10. Some facts used in scoring do not have a stored record. ## Drill Results (9) ### Fact 1 [Link to this fact](https://atlas-staging.minestarters.com/news/rising-copper-demand-to-cause-a-25-supply-gap-by-2035-says-iea--e0e61948-71ae-4b44-ac9e-b1efb72ba6de#fact-drill-facts-0) Buen Retiro · copper Needs review: drill\_no\_hole\_id #### Identity - Project: Buen Retiro - Commodity: copper - Region: chile - Reported Region: chile #### Geometry - Grade: 1.94 - Grade Unit: % - Intercept: 110 m #### Classification - Sample Type: drill #### QA/QC - QA/QC Disclosed: Yes #### Review - Needs Review: Yes - Review Reason: drill\_no\_hole\_id - Interp. Status: scored - Historical: No #### Dates - Event date: 2026-09-14T00:00:00.000Z Reasoning: High-grade intercept in an established district. - Positive factor: strengthens shallow oxide opportunity Evidence · text > Fitzroy Minerals reported 110 meters grading 1.94% copper at Buen Retiro #### Tags used in scoring **QA/QC Disclosed** Polarity: positive Definition: Release includes QA/QC disclosure — certified lab, QP sign-off, or stated methods \(blanks, standards, duplicates\). Why it applies: qaqc\_disclosed is true **Cut-off Undisclosed** Polarity: negative Definition: High-grade interval reported without stating the cut-off grade used for compositing. Why it applies: no cutoff\_grade was stated ### Fact 2 [Link to this fact](https://atlas-staging.minestarters.com/news/rising-copper-demand-to-cause-a-25-supply-gap-by-2035-says-iea--e0e61948-71ae-4b44-ac9e-b1efb72ba6de#fact-drill-facts-1) Marimaca · copper Needs review: drill\_no\_hole\_id #### Identity - Project: Marimaca - Commodity: copper - Region: canada - Reported Region: canada #### Geometry - Grade: 0.96 - Grade Unit: % - Intercept: 216 m #### Classification - Sample Type: drill - Group ID: Marimaca:0-216 #### QA/QC - QA/QC Disclosed: Yes #### Review - Needs Review: Yes - Review Reason: drill\_no\_hole\_id - Interp. Status: scored - Historical: No #### Dates - Event date: 2026-09-14T00:00:00.000Z Reasoning: Significant intercept with associated silver credits. - Positive factor: strengthens continuity - Positive factor: step-out drilling extended mineralization Evidence · text > Recent drilling returned 216 meters grading 0.96% copper and 7.2 grams per metric ton of silver #### Tags used in scoring **QA/QC Disclosed** Polarity: positive Definition: Release includes QA/QC disclosure — certified lab, QP sign-off, or stated methods \(blanks, standards, duplicates\). Why it applies: qaqc\_disclosed is true **Cut-off Undisclosed** Polarity: negative Definition: High-grade interval reported without stating the cut-off grade used for compositing. Why it applies: no cutoff\_grade was stated ### Fact 3 [Link to this fact](https://atlas-staging.minestarters.com/news/rising-copper-demand-to-cause-a-25-supply-gap-by-2035-says-iea--e0e61948-71ae-4b44-ac9e-b1efb72ba6de#fact-drill-facts-2) Marimaca · silver Needs review: drill\_no\_hole\_id #### Identity - Project: Marimaca - Commodity: silver - Region: canada - Reported Region: canada #### Geometry - Grade: 7.2 - Grade Unit: g/t - Intercept: 216 m #### Classification - Sample Type: drill - Group ID: Marimaca:0-216 #### QA/QC - QA/QC Disclosed: Yes #### Review - Needs Review: Yes - Review Reason: drill\_no\_hole\_id - Interp. Status: scored - Historical: No #### Dates - Event date: 2026-09-14T00:00:00.000Z Reasoning: Secondary metal reported in a copper intercept. - Positive factor: silver credits reported Evidence · text > 216 meters grading 0.96% copper and 7.2 grams per metric ton of silver #### Tags used in scoring **QA/QC Disclosed** Polarity: positive Definition: Release includes QA/QC disclosure — certified lab, QP sign-off, or stated methods \(blanks, standards, duplicates\). Why it applies: qaqc\_disclosed is true **Cut-off Undisclosed** Polarity: negative Definition: High-grade interval reported without stating the cut-off grade used for compositing. Why it applies: no cutoff\_grade was stated ### Fact 4 [Link to this fact](https://atlas-staging.minestarters.com/news/rising-copper-demand-to-cause-a-25-supply-gap-by-2035-says-iea--e0e61948-71ae-4b44-ac9e-b1efb72ba6de#fact-drill-facts-3) Marimaca · copper Needs review: drill\_no\_hole\_id #### Identity - Project: Marimaca - Commodity: copper - Region: canada - Reported Region: canada #### Geometry - Grade: 2.2 - Grade Unit: % - Intercept: 62 m #### Classification - Sample Type: drill - Group ID: Marimaca:sub-62 #### QA/QC - QA/QC Disclosed: Yes #### Review - Needs Review: Yes - Review Reason: drill\_no\_hole\_id - Interp. Status: scored - Historical: No #### Dates - Event date: 2026-09-14T00:00:00.000Z Reasoning: Strong high-grade intercept within a larger interval. - Positive factor: high-grade sub-interval Evidence · text > including 62 meters grading 2.20% copper and 21.5 grams per metric ton of silver #### Tags used in scoring **QA/QC Disclosed** Polarity: positive Definition: Release includes QA/QC disclosure — certified lab, QP sign-off, or stated methods \(blanks, standards, duplicates\). Why it applies: qaqc\_disclosed is true **Cut-off Undisclosed** Polarity: negative Definition: High-grade interval reported without stating the cut-off grade used for compositing. Why it applies: no cutoff\_grade was stated ### Fact 5 [Link to this fact](https://atlas-staging.minestarters.com/news/rising-copper-demand-to-cause-a-25-supply-gap-by-2035-says-iea--e0e61948-71ae-4b44-ac9e-b1efb72ba6de#fact-drill-facts-4) Marimaca · silver Needs review: drill\_no\_hole\_id #### Identity - Project: Marimaca - Commodity: silver - Region: canada - Reported Region: canada #### Geometry - Grade: 21.5 - Grade Unit: g/t - Intercept: 62 m #### Classification - Sample Type: drill - Group ID: Marimaca:sub-62 #### QA/QC - QA/QC Disclosed: Yes #### Review - Needs Review: Yes - Review Reason: drill\_no\_hole\_id - Interp. Status: scored - Historical: No #### Dates - Event date: 2026-09-14T00:00:00.000Z Reasoning: Secondary metal reported in a high-grade sub-interval. - Positive factor: high-grade silver sub-interval Evidence · text > including 62 meters grading 2.20% copper and 21.5 grams per metric ton of silver #### Tags used in scoring **QA/QC Disclosed** Polarity: positive Definition: Release includes QA/QC disclosure — certified lab, QP sign-off, or stated methods \(blanks, standards, duplicates\). Why it applies: qaqc\_disclosed is true **Cut-off Undisclosed** Polarity: negative Definition: High-grade interval reported without stating the cut-off grade used for compositing. Why it applies: no cutoff\_grade was stated ### Fact 6 [Link to this fact](https://atlas-staging.minestarters.com/news/rising-copper-demand-to-cause-a-25-supply-gap-by-2035-says-iea--e0e61948-71ae-4b44-ac9e-b1efb72ba6de#fact-drill-facts-5) Albor · copper Needs review: drill\_no\_hole\_id #### Identity - Project: Albor - Commodity: copper - Region: canada - Reported Region: canada #### Geometry - Grade: 0.98 - Grade Unit: % - Intercept: 180 m #### Classification - Sample Type: drill #### QA/QC - QA/QC Disclosed: Yes #### Review - Needs Review: Yes - Review Reason: drill\_no\_hole\_id - Interp. Status: scored - Historical: No #### Dates - Event date: 2026-09-14T00:00:00.000Z Reasoning: Reported as copper equivalent without explicit breakdown of constituent metals in the text. - Positive factor: includes high-grade sub-interval - Negative factor: Metal Equivalent Opaque Evidence · text > Albor returned 180 meters grading 0.98% copper equivalent, including 58 meters grading 1.77% #### Tags used in scoring **QA/QC Disclosed** Polarity: positive Definition: Release includes QA/QC disclosure — certified lab, QP sign-off, or stated methods \(blanks, standards, duplicates\). Why it applies: qaqc\_disclosed is true **Cut-off Undisclosed** Polarity: negative Definition: High-grade interval reported without stating the cut-off grade used for compositing. Why it applies: no cutoff\_grade was stated ### Fact 7 [Link to this fact](https://atlas-staging.minestarters.com/news/rising-copper-demand-to-cause-a-25-supply-gap-by-2035-says-iea--e0e61948-71ae-4b44-ac9e-b1efb72ba6de#fact-drill-facts-6) Albor · copper Needs review: drill\_no\_hole\_id #### Identity - Project: Albor - Commodity: copper - Region: canada - Reported Region: canada #### Geometry - Grade: 1.77 - Grade Unit: % - Intercept: 58 m #### Classification - Sample Type: drill #### QA/QC - QA/QC Disclosed: Yes #### Review - Needs Review: Yes - Review Reason: drill\_no\_hole\_id - Interp. Status: scored - Historical: No #### Dates - Event date: 2026-09-14T00:00:00.000Z Reasoning: Strong sub-interval within the Albor intercept. - Positive factor: high-grade sub-interval Evidence · text > including 58 meters grading 1.77% #### Tags used in scoring **QA/QC Disclosed** Polarity: positive Definition: Release includes QA/QC disclosure — certified lab, QP sign-off, or stated methods \(blanks, standards, duplicates\). Why it applies: qaqc\_disclosed is true **Cut-off Undisclosed** Polarity: negative Definition: High-grade interval reported without stating the cut-off grade used for compositing. Why it applies: no cutoff\_grade was stated ### Fact 8 [Link to this fact](https://atlas-staging.minestarters.com/news/rising-copper-demand-to-cause-a-25-supply-gap-by-2035-says-iea--e0e61948-71ae-4b44-ac9e-b1efb72ba6de#fact-drill-facts-7) Blue Rose · copper Needs review: drill\_no\_hole\_id #### Identity - Project: Blue Rose - Commodity: copper - Region: australia\_sa - Reported Region: australia\_sa #### Geometry - Grade: 1 - Grade Unit: % - Intercept: 74 m #### Classification - Sample Type: drill #### QA/QC - QA/QC Disclosed: Yes #### Review - Needs Review: Yes - Review Reason: drill\_no\_hole\_id - Interp. Status: scored - Historical: No #### Dates - Event date: 2026-09-14T00:00:00.000Z Reasoning: Historical result mentioned as part of context for recent drilling. - Positive factor: extends sulfide mineralization Evidence · text > earlier results that included 74 meters grading 1.00% copper and 0.25 grams per metric ton of gold #### Tags used in scoring **QA/QC Disclosed** Polarity: positive Definition: Release includes QA/QC disclosure — certified lab, QP sign-off, or stated methods \(blanks, standards, duplicates\). Why it applies: qaqc\_disclosed is true **Cut-off Undisclosed** Polarity: negative Definition: High-grade interval reported without stating the cut-off grade used for compositing. Why it applies: no cutoff\_grade was stated ### Fact 9 [Link to this fact](https://atlas-staging.minestarters.com/news/rising-copper-demand-to-cause-a-25-supply-gap-by-2035-says-iea--e0e61948-71ae-4b44-ac9e-b1efb72ba6de#fact-drill-facts-8) Blue Rose · gold Needs review: drill\_no\_hole\_id #### Identity - Project: Blue Rose - Commodity: gold - Region: australia\_sa - Reported Region: australia\_sa #### Geometry - Grade: 0.25 - Grade Unit: g/t - Intercept: 74 m #### Classification - Sample Type: drill #### QA/QC - QA/QC Disclosed: Yes #### Review - Needs Review: Yes - Review Reason: drill\_no\_hole\_id - Interp. Status: scored - Historical: No #### Dates - Event date: 2026-09-14T00:00:00.000Z Reasoning: Historical gold grade mentioned in context. Evidence · text > earlier results that included 74 meters grading 1.00% copper and 0.25 grams per metric ton of gold #### Tags used in scoring **QA/QC Disclosed** Polarity: positive Definition: Release includes QA/QC disclosure — certified lab, QP sign-off, or stated methods \(blanks, standards, duplicates\). Why it applies: qaqc\_disclosed is true **Cut-off Undisclosed** Polarity: negative Definition: High-grade interval reported without stating the cut-off grade used for compositing. Why it applies: no cutoff\_grade was stated ## Metallurgical Results (1) ### Fact 1 [Link to this fact](https://atlas-staging.minestarters.com/news/rising-copper-demand-to-cause-a-25-supply-gap-by-2035-says-iea--e0e61948-71ae-4b44-ac9e-b1efb72ba6de#fact-metallurgical-facts-9) B26 · copper #### Identity - Project: B26 - Commodity: copper #### Test Work - Sample: B26 deposit, larger more representative sample #### Recovery - Recovery: 98.2 % - Recovery Basis: actual\_test - Head Grade: 2 - Head Grade Unit: % CuEq - Conc. Grade: 23.7 - Conc. Grade Unit: % #### Review - Needs Review: No - Historical: No #### Dates - Event date: 2026-09-14T00:00:00.000Z Reasoning: Excellent copper recovery into a high-grade concentrate. - Positive factor: High Recovery - Positive factor: Mill Route Evidence · text > Abitibi Metals reported 98.2% copper recovery into a concentrate grading 23.7% from a larger, more representative sample of the B26 deposit. #### Tags used in scoring **High Recovery** Polarity: positive Definition: Recovery at or above the exceptional band for the commodity and processing route. Why it applies: 98.2% is at or above the exceptional band \(92%\) ## How Atlas produces this analysis Minestarters Atlas uses automated extraction to summarize mining announcements, identify reported measurements, and classify supporting evidence. Sentiment reflects the extracted narrative and classification rules; it is an interpretation, not a reported measurement. Evidence quotes and context are provided where available. Missing data, low-confidence results, and review flags indicate limitations. Check the original publisher announcement before relying on an interpretation.