[Seminar] Copper Market in the AI and Electrification Era
[Speaker]
Naomi Suzuki, Assistant Manager and Chief Market Analyst, Sumitomo Corporation Global Research, Economic Department
[Key Lecture Content]
The benchmark price of copper has risen by more than 40% over the past year (as of September 2026). Copper has traditionally been viewed as a commodity sensitive to economic cycles; however, despite the prolonged downturn in the Chinese economy, the largest consumer of copper, prices remain high. This is due to the emergence of new demand driven by electrification and AI data centers, as well as supply constraints related to mining production, refining, and logistics.
The strategic importance of copper, which is essential for energy transition and new technologies, continues to grow. At the same time, geopolitical tensions have increased recently, prompting various countries to implement policy measures to secure supply. In this lecture, we will organize and explain the changes in the supply-demand structure of the copper market, supply constraints, and trends in policies, taking into account the global situation and overall movements in the commodity market.
[Lecture Items]
1. Global Situation Surrounding Copper and the Commodity Market
2. The Shortage of Copper
3. Manifestation of Supply Constraints
4. The Importance of Copper as a Critical Mineral - Resource Nationalism and Policy Competition
5. Risks in the Copper Market and Future Outlook
6. Q&A / Business Card Exchange

| Date and time | Thursday, Nov 05, 2026 04:00 PM ~ 06:00 PM |
|---|---|
| Capital | Venue attendance / Live streaming / Archive streaming (available for viewing multiple times for 2 weeks) SSK Seminar Room, 2-6-2 Nishi-Shinbashi, Minato-ku, Tokyo, 4th Floor, Zaimax Nishi-Shinbashi Building |
| Entry fee | Charge |
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