Signs That Tokenized Copper Demand Could Surge in 2026

Global copper demand is projected to significantly outpace supply by 2040, creating a structural imbalance that makes copper a strategic resource. Toto Finance forecasts demand reaching 42 million tons by 2040 while supply peaks around 2030. This scarcity is fueled by the AI boom, power grid expansion, and increased copper needs for electric vehicles and defense systems. Given that new mines take nearly 18 years to become operational and ore quality is declining, tokenization is seen as a crucial mechanism to provide access, ownership, and liquidity to copper as a digital asset. Early signals in the crypto market, such as growth in Ondo's tokenized copper ETF (COPXON) and increased trading volume for copper-related assets on platforms like Remora Markets, suggest that crypto investors are beginning to seek exposure to these metal assets, potentially leading to explosive growth for tokenized copper in 2026.

(Source：BeInCrypto)