Michael Burry Bets on Copper as Supply Shortfall Could Hit From 2027

• Copper Supply is facing growing pressure as mine production struggles to keep up with rising copper demand
• Michael Burry has invested in Ero Copper as concerns around a possible Copper shortage grow
• Rising Copper Price levels and stronger Copper Demand are putting more focus on future supply deficits

The copper supply dynamics are once again gaining mainstream spotlight as the news of copper shortages and deficits continues to hit the market. Copper supply is becoming a major concern as mine production struggles to keep pace with the growing demand. Copper prices have already started to reflect this change, hitting record new highs this year. At the same time, major copper mine disruptions are also weighing heavily on its future supply dynamics. At the same time, American investor Michael Burry has made a new copper bet, emphasizing how the metal is now slowly evolving into a major asset.

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Michael Burry Bets On Copper

Popular American investor Michael Burry recently revealed how he has invested in Ero Copper, spotlighting how the metal is now becoming a leading asset to take interest in. Burry in his latest Substack article shared how the growing AI industry will require significant amounts of copper, helping the metal elevate its status at the same time.

The company that Burry made an investment in is Ero Copper, which operates mines in Brazil. Burry later shared how he thinks that the company may benefit if copper prices continue to stay elevated for long. Ero Copper currently expects to produce 67,500 to 77,500 tonnes of copper in 2026.

Burry’s latest move has come at a time when copper prices are being projected to stay high for the long term. COMEX copper settled around $6.6865 per pound on September 21. The metal was up around 19% in 2026 at that point.

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Rising Copper Demand May Put More Pressure on Supply

A major concern hounding the world at the moment is the rising copper supply issues. Copper shortage is now becoming a mainstream development, as rising demand for AI is putting more focus on the metal. New copper mines take many years to develop and are unable to keep pace with the growing demand from AI infrastructure.

The metal is extensively used in multiple industries, including vehicles and power networks, which are in constant need of the asset. Burry further emphasized this, adding how new copper mines may take 18 years to develop and produce copper. The American investor’s early copper bet is outlining how the metal is becoming a top asset to keep an eye on for the future.

In addition to this, some analysts have already started to predict copper deficit scenarios from 2027. The Financial Times reported that warnings from major banks about a structural copper shortage are rising now. Moreover, global mined copper production has fallen 1.1% in the first half of 2026. Disruptions at major mines have also weighed on global copper supply, making copper shortage predicaments more pronounced.

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