Could 2026 Usher in Increased Trading of Tokenized Copper?

With gold and silver repeatedly setting new all-time highs, investor interest is also spilling over into smaller-scale industrial metals such as copper. Blockchain infrastructure may act as the conduit for this shift, allowing capital to flow into the digital asset space via commodity tokenization. 

A number of signals point to copper potentially following a price trajectory similar to silver’s recent surge, raising the prospect that tokenized copper markets could expand rapidly in 2026. Projections from Toto Finance show that global copper consumption could climb to approximately 42 million metric tons by 2040. 

At the same time, the red metal’s supply is expected to reach its high point around the end of this decade before entering a period of contraction. In figures, supply is projected to peak between 28 and 30 million tons by 2030, followed by a sharp decline. The divergence between rising demand and shrinking supply suggests a widening structural imbalance in the copper market. 

A growing number of analysts argue that the world has already entered a period of structural copper scarcity, with constraints expected to intensify in the years ahead. This is primarily because new mining developments can require more than a decade to reach production, ore grades continue to deteriorate, and several large-scale mines are nearing closure. 

When it comes to the main drivers of copper demand, the rapid buildout of artificial intelligence infrastructure alongside the expansion of global electricity networks play a major role. According to Katusa Research, rising demand tied to electrification and AI-related technologies is tightening copper availability at an accelerating pace. 

Copper usage linked to new data center construction alone is expected to hit 400,000 metric tons annually through 2035. Electric cars further amplify demand, as they typically require roughly 3 times more copper than typical vehicles. 

In addition, modern defense technologies are increasing reliance on electronic components, adding further pressure to global copper supplies. 

Crypto investor participation in tokenized copper and copper-linked real-world assets is still relatively modest. That said, recent trading activity in tokenized gold and silver suggests that appetite for metals exposure on-chain is beginning to build. 

There are already a few early signals worth noting. In January, Ondo’s tokenized offering tied to the COPXON recorded a noticeable increase in market capitalization, reaching roughly $3 million within its first week of trading. Meanwhile, Remora Markets reported revenues climbing to about $110 million. This growth was largely fueled by rising interest in tokenized NASDAQ-listed stocks, alongside metals-related digital assets. 

It would be interesting to hear what companies like Max Power Mining Corp. (CSE: MAXX) (OTC: MAXXF) think about the tokenization of commodities trading. 

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