Tag: Tonne

EnergyManufacturing

Copper Supply Crisis Looms as Mine Disruptions Threaten Global Market Balance

Major copper mine accidents and operational challenges are creating significant supply constraints that will impact refined production through 2026. The International Copper Study Group has dramatically revised its forecasts, predicting a market deficit after two years of surplus as mine growth stalls.

Copper Mine Disruptions Trigger Supply Crisis Forecast

The global copper market faces a significant supply deficit in 2026 despite slowing demand growth, according to reports from the International Copper Study Group (ICSG). The industry organization has dramatically reversed its previous surplus projections, now forecasting a 150,000-metric-ton shortfall that reflects what analysts suggest is an unusually severe year for mine disruptions.

by Aaron Blake
Energy PolicySustainability

UN Carbon Market Rules Reshape How Investors Value Nature-Based Solutions

UN Article 6.4 Supervisory Body’s new carbon permanence rules are reshaping global carbon markets. The debate over whether natural carbon storage can offset fossil fuel emissions could determine nature’s future as an investable climate solution.

The United Nations’ recent adoption of new carbon permanence rules is poised to fundamentally reshape how investors value nature-based climate solutions under the Paris Agreement’s global carbon market framework. These regulations, approved at the October 2025 Article 6.4 Supervisory Body meeting, establish critical standards for how long carbon must remain stored in forests, soils, and mangroves to count toward offsetting emissions—a decision with profound implications for nature investment and global climate strategy.

Understanding Carbon Permanence Requirements

by Aaron Blake