# Rising Copper Demand to Cause a 25% Supply Gap by 2035, says IEA Canonical Atlas analysis: https://atlas-extractions.minestarters.com/news/rising-copper-demand-to-cause-a-25-supply-gap-by-2035-says-iea--ff132525-01ca-48f4-9a15-37955af589de 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 - Document categories: Drill results, Metallurgy - Extracted: 2026-09-15 07:05:02 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 article highlights several specific company updates, including drill results from Marimaca Copper and Mogotes Metals, and metallurgical results from Abitibi Metals. Reasoning: The document is an industry analysis article aggregating various company results and IEA projections regarding copper supply/demand dynamics. - Positive factor: Projected 25% copper supply gap by 2035 - Positive factor: High-grade drill results reported for several projects - Positive factor: Strong metallurgical recovery reported for Abitibi Metals - 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 **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: The article mentions metallurgical testing and drilling but does not explicitly detail specific QA/QC protocols like blanks or standards for the cited results. Evidence · text > Drilling can support a Mineral Resource Estimate \(MRE\), metallurgical testing can demonstrate recoverable copper **High Recovery** Polarity: positive Definition: Recovery at or above the exceptional band for the commodity and processing route. Why it applies: Abitibi Metals reported 98.2% copper recovery. Evidence · text > Abitibi Metals reported 98.2% copper recovery **Mill Route** Polarity: neutral Definition: Processing via mill or concentrator \(CIL, CIP, tank leach, flotation\). Why it applies: the document describes a flotation route \("concentrate"\) ## Extracted facts Stored fact records: 10. Some facts used in scoring do not have a stored record. ## Drill Results (10) ### not stated [Link to this fact](https://atlas-extractions.minestarters.com/news/rising-copper-demand-to-cause-a-25-supply-gap-by-2035-says-iea--ff132525-01ca-48f4-9a15-37955af589de#fact-drill-facts-0) Buen Retiro · copper Needs review: ungrounded #### Identity - Hole ID: not stated - 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: ungrounded - Interp. Status: scored - Historical: No #### Dates - Event date: 2026-09-14T00:00:00.000Z Reasoning: 1.94% Cu over 110m is a strong intercept for a shallow oxide opportunity. - Positive factor: High grade for shallow oxide 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 ### not stated [Link to this fact](https://atlas-extractions.minestarters.com/news/rising-copper-demand-to-cause-a-25-supply-gap-by-2035-says-iea--ff132525-01ca-48f4-9a15-37955af589de#fact-drill-facts-1) Marimaca Oxide Deposit · copper Needs review: ungrounded #### Identity - Hole ID: not stated - Project: Marimaca Oxide Deposit - Commodity: copper - Region: canada - Reported Region: canada #### Geometry - Grade: 0.96 - Grade Unit: % - Intercept: 216 m #### Classification - Sample Type: drill #### QA/QC - QA/QC Disclosed: Yes #### Review - Needs Review: Yes - Review Reason: ungrounded - Interp. Status: low\_confidence - Historical: No #### Dates - Event date: 2026-09-14T00:00:00.000Z Reasoning: Large width intercept of 216m at 0.96% Cu. - Positive factor: Significant width Evidence · text > Recent drilling returned 216 meters grading 0.96% copper #### 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 ### not stated [Link to this fact](https://atlas-extractions.minestarters.com/news/rising-copper-demand-to-cause-a-25-supply-gap-by-2035-says-iea--ff132525-01ca-48f4-9a15-37955af589de#fact-drill-facts-2) Marimaca Oxide Deposit · silver Needs review: ungrounded #### Identity - Hole ID: not stated - Project: Marimaca Oxide Deposit - Commodity: silver - Region: canada - Reported Region: canada #### Geometry - Grade: 7.2 - Grade Unit: g/t - Intercept: 216 m #### Classification - Sample Type: drill #### QA/QC - QA/QC Disclosed: Yes #### Review - Needs Review: Yes - Review Reason: ungrounded - Interp. Status: low\_confidence - Historical: No #### Dates - Event date: 2026-09-14T00:00:00.000Z Reasoning: Silver byproduct in a copper intercept. 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 ### not stated [Link to this fact](https://atlas-extractions.minestarters.com/news/rising-copper-demand-to-cause-a-25-supply-gap-by-2035-says-iea--ff132525-01ca-48f4-9a15-37955af589de#fact-drill-facts-3) Marimaca Oxide Deposit · copper Needs review: ungrounded #### Identity - Hole ID: not stated - Project: Marimaca Oxide Deposit - Commodity: copper - Region: canada - Reported Region: canada #### Geometry - Grade: 2.2 - Grade Unit: % - Intercept: 62 m #### Classification - Sample Type: drill #### QA/QC - QA/QC Disclosed: Yes #### Review - Needs Review: Yes - Review Reason: ungrounded - Interp. Status: low\_confidence - Historical: No #### Dates - Event date: 2026-09-14T00:00:00.000Z Reasoning: High grade sub-interval within the 216m intercept. - Positive factor: High grade sub-interval Evidence · text > including 62 meters grading 2.20% copper #### 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 ### not stated [Link to this fact](https://atlas-extractions.minestarters.com/news/rising-copper-demand-to-cause-a-25-supply-gap-by-2035-says-iea--ff132525-01ca-48f4-9a15-37955af589de#fact-drill-facts-4) Marimaca Oxide Deposit · silver Needs review: ungrounded #### Identity - Hole ID: not stated - Project: Marimaca Oxide Deposit - Commodity: silver - Region: canada - Reported Region: canada #### Geometry - Grade: 21.5 - Grade Unit: g/t - Intercept: 62 m #### Classification - Sample Type: drill #### QA/QC - QA/QC Disclosed: Yes #### Review - Needs Review: Yes - Review Reason: ungrounded - Interp. Status: low\_confidence - Historical: No #### Dates - Event date: 2026-09-14T00:00:00.000Z Reasoning: Silver byproduct in a high-grade copper sub-interval. Evidence · text > 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 ### not stated [Link to this fact](https://atlas-extractions.minestarters.com/news/rising-copper-demand-to-cause-a-25-supply-gap-by-2035-says-iea--ff132525-01ca-48f4-9a15-37955af589de#fact-drill-facts-5) Albor · copper Needs review: ungrounded #### Identity - Hole ID: not stated - 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: ungrounded - Interp. Status: low\_confidence - Historical: No #### Dates - Event date: 2026-09-14T00:00:00.000Z Reasoning: Reported as copper equivalent without explicit breakdown in this text snippet. - Negative factor: Metal Equivalent Opaque Evidence · text > Albor returned 180 meters grading 0.98% copper equivalent #### 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 ### not stated [Link to this fact](https://atlas-extractions.minestarters.com/news/rising-copper-demand-to-cause-a-25-supply-gap-by-2035-says-iea--ff132525-01ca-48f4-9a15-37955af589de#fact-drill-facts-6) Albor · copper Needs review: ungrounded #### Identity - Hole ID: not stated - 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: ungrounded - Interp. Status: low\_confidence - Historical: No #### Dates - Event date: 2026-09-14T00:00:00.000Z Reasoning: High grade sub-interval within the 180m CuEq 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 ### not stated [Link to this fact](https://atlas-extractions.minestarters.com/news/rising-copper-demand-to-cause-a-25-supply-gap-by-2035-says-iea--ff132525-01ca-48f4-9a15-37955af589de#fact-drill-facts-7) Blue Rose · copper Needs review: ungrounded #### Identity - Hole ID: not stated - 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: ungrounded - Interp. Status: low\_confidence - Historical: No #### Dates - Event date: 2026-09-14T00:00:00.000Z Reasoning: Historical result mentioned as part of context. Evidence · text > earlier results that included 74 meters grading 1.00% copper #### 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 ### not stated [Link to this fact](https://atlas-extractions.minestarters.com/news/rising-copper-demand-to-cause-a-25-supply-gap-by-2035-says-iea--ff132525-01ca-48f4-9a15-37955af589de#fact-drill-facts-8) Blue Rose · gold Needs review: ungrounded #### Identity - Hole ID: not stated - 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: ungrounded - Interp. Status: low\_confidence - Historical: No #### Dates - Event date: 2026-09-14T00:00:00.000Z Reasoning: Historical gold byproduct result. Evidence · text > 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 ### not stated [Link to this fact](https://atlas-extractions.minestarters.com/news/rising-copper-demand-to-cause-a-25-supply-gap-by-2035-says-iea--ff132525-01ca-48f4-9a15-37955af589de#fact-drill-facts-9) B26 deposit Needs review: ungrounded #### Identity - Hole ID: not stated - Project: B26 deposit - Region: canada - Reported Region: canada #### Classification - Sample Type: drill #### QA/QC - QA/QC Disclosed: Yes #### Review - Needs Review: Yes - Review Reason: ungrounded - Interp. Status: low\_confidence - Historical: No #### Dates - Event date: 2026-09-14T00:00:00.000Z Reasoning: 98.2% copper recovery is exceptional. - Positive factor: High Recovery Evidence · text > Abitibi Metals reported 98.2% copper recovery into a concentrate grading 23.7% #### 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 ## 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.