Signs that the demand for tokenized copper may grow strongly in 2026


Gold and silver continue to hit new highs, and smaller market metals such as copper are beginning to attract capital flows as well. Blockchain technology can act as a bridge, allowing this capital to enter the cryptocurrency market through tokenization.

Several indicators indicate that copper may enter a bull run similar to silver, and copper tokens may see explosive growth in 2026.

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The demand for copper may continue to grow sharply in the next 15 years

Tutu Finance, an institutional platform for commodity tokenization, expects global copper demand to reach approx. 42 million tons By 2040. At the same time, the supply is expected to peak around 2030 and then decrease.

Copper demand versus supply (2025-2040). Source: Toto Finance
Copper demand versus supply (2025-2040). Source: Toto Finance

Tutu Finance has confirmed in its graph “Copper Demand vs. Supply (2025-2040)” that the demand will gradually increase to reach almost 40 million tons by 2040. In contrast, the supply curve will peak between 28-30 million tons in 2030 and then decrease sharply. This causes the gap between supply and demand to become ever wider.

This represents a non-temporary structural situation rather than a temporary cycle, making the branch a strategic resource. Tutu Finance confirmed that the token will become a new way to access, own and add liquidity to the branch, turning it into a digital asset that can be exchanged more easily.

Tutu Finance predicted: This is not a cycle but a structural gap. As the branch becomes a strategic resource, the token represents how access, ownership and liquidity opportunities for the branch develop.

Many analysts see what you do The copper shortage has officially begun and is only getting worse with time. Mike Investing explained that in the next 18 years, the amount of copper to be mined will be equal to the amount mined over the previous 10,000 years. It is believed that copper prices can increase between 2-5 times in the next 14 months.

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Artificial intelligence and network expansion are the main drivers

The growth of artificial intelligence and the expansion of global energy networks is one of the most prominent drivers of copper demand growth. Catoosa Research noted to Demand from AI infrastructure and electrical transitions will make copper scarcer over time.

Expect copper demand from new data centers only to reach approx 400,000 metric tons Annually until 2035. It also requires the manufacture of electric cars triple The amount of copper required in conventional cars powered by internal combustion engines.

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Modern defense systems and drones increase demand for electronics, pushing global supply to dangerously low levels.

The launch of new mining projects may take up to… 17 years Before starting production. At the same time, the quality of ore declines and major mines close their doors. These factors exacerbate the imbalance between supply and demand.

The first signs are emerging in the cryptocurrency market

Cryptocurrency investors’ exposure to tokenized copper assets and physical copper assets remains limited. However, recently there have been signs of growth in commercial demand for tokenized gold and silver.

Start by noting some initial indicators. The tokenized version of Ondo’s Global COPXON quickly reached a market value of $3 million in its first week.

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The global market of X Copper Miners ETF (COPXON). Source: Koenjiku
The global market of X Copper Miners ETF (COPXON). Source: Koenjiku

Remora Markets, which specializes in trading tokenized shares on Solana, also reported an increase in revenue It reached $110 million. This growth has driven demand for Nasdaq tokenized stocks and metal-linked assets.

Total management value of Copper rStock (CPERr) over time. Source: Dion
Total management value of Copper rStock (CPERr) over time. Source: i amandN

An increase in the total value of Copier rStock (CPERr) shares in Remora Markets was recorded during the last week of January. The numbers remain small, but this could represent an early signal that cryptocurrency investors want exposure to metal assets like copper.

Tokenization is also a topic that industry leaders expect to accelerate in 2026. This could create opportunities for new startup ideas and open up new possibilities for merchants.





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