The Copper Initiative

The Copper Initiative brings together independent analysis, dynamic events, and productive dialogues between government officials, private industry, and subject-matter experts to create policy solutions to meet future copper demand for national security, economic competitiveness and energy resilience

Copper is the bedrock of national security, economic competitiveness and energy resilience. It is vital for manufacturing defense technologies, powering AI applications, and modernizing the electric grid. By 2030, the US is projected to need an estimated 1 million metric tons of copper just to power data centers. Despite facing a looming long-term copper shortage, the Department of Interior has yet to designate copper as a critical mineral.

The CSIS Critical Minerals Security Program launched the Copper Initiative to bring together independent analysis, dynamic events, and productive dialogues between government officials, private industry, and subject-matter experts to develop policy solutions to help the US meet future demand for this strategic mineral.

Establishing a robust and secure copper supply demands a comprehensive strategy. This involves resolving domestic permitting bottlenecks, forging strategic alliances with copper-rich regions globally, developing incentives to build production and refining capabilities, boosting mapping and exploration efforts, and facilitating access to capital. While it is a long-term endeavor, immediate action is essential.

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Analysis


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Photo: Enea Lebrun/Getty Images

Photo: Enea Lebrun/Getty Images

Reviving Cobre Panamá Could Be Strategic to U.S. Minerals Security

The shutdown of Cobre Panamá —one of the world's largest copper mines—amid political upheaval has disrupted global copper supply and hurt Panama's economy. U.S. diplomatic support to negotiations could help revive the mine and secure a stable, allied copper supply chain.

Commentary by Gracelin Baskaran and Paula Reynal — April 8, 2025

Events