Tokenized copper demand could surge in 2026 as supply tightens, reports suggest

BeInCrypto reports several signs that demand for tokenized copper could surge in 2026 as physical copper demand climbs and early crypto-market interest in metal-backed tokens emerges. Toto Finance projects global copper demand could reach around 42 million tons by 2040, while supply is forecast to peak at roughly 28–30 million tons around 2030 and then decline, creating a widening supply–demand gap.

"This isn’t a cycle, it’s a structural gap. As copper becomes strategic, tokenization is how access, ownership, and liquidity evolve," Toto Finance predicted. The article cites major drivers of rising copper demand: AI infrastructure and new data centers, electrification and EV rollout, and modern defense systems.

It notes data centers alone could require roughly 400,000 metric tons per year through 2035, EVs use about three times as much copper as internal combustion vehicles, new mines can take up to 17 years to reach production, ore quality is falling, and some major mines are closing. Early signals in crypto markets include Ondo’s tokenized Global X Copper Miners ETF (COPXON) reaching a $3 million market cap in its first week, Remora Markets reporting revenue growth to $110 million driven by demand for tokenized NASDAQ stocks and metals-related assets, and a surge in Copper rStock (CPERr) AUM during the final week of January.

BeInCrypto noted these numbers remain small but may indicate growing investor interest.

tokenized copper, toto finance forecast, copper supply demand gap, ai infrastructure copper demand, data centers copper demand, electric vehicle copper use, copxon market cap, remora markets revenue, copper rstock cperr, metal-backed tokens, copper shortage forecast, real-world assets rwas