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Commodities
Peru and Chile Mine Delays Impacting Copper Supply
Peru and Chile, together responsible for about 40% of global mined copper output, saw a wave of production losses in 2025 that helped turn the 2026 outlook from surplus to deficit.
Peru and Chile, together responsible for about 40% of global mined copper output, saw a wave of production losses in 2025 that helped turn the 2026 outlook from surplus to deficit.
What’s inside
- Executive summary
- Global copper supply landscape
- Peru: social licence crisis and project pipeline delays
- Chile: operational shocks and structural constraints
- The Cobre Panama parallel: 350,000 tonnes gone
- Mine supply disruption scorecard, 2025
- Supply and demand balance and the ICSG deficit model
- Copper price outlook: LME, COMEX and bank forecasts
- Investment framework and trading thesis
More research
CommoditiesPDF · 8 pp
Indonesia’s 2026 Nickel Policy: Battery Metals and Trade Flows
How Jakarta’s resource nationalism is reshaping EV supply chains, LME pricing and the geopolitics of critical minerals, and where capital should be positioned.
K2 Research TeamMar 1, 2026
CommoditiesPDF · 9 pp
Brazil’s Safrinha Corn: Models, Ports and Export Pace
Brazil’s safrinha corn season, the second crop planted after soybeans are harvested, is the defining variable for global corn supply balances through the second half of 2026.
K2 Research TeamFeb 1, 2026
CommoditiesResearch note
Armenia’s Grain Export Ban and Effects on Eurasian Economies
Armenia’s six-month grain ban to non-EAEU states secures domestic supply, limits leakage to Georgia and Iran, and barely affects regional prices.
K2 Research TeamSep 1, 2025