The price of copper and aluminum is marking an important ascent. JP Morganone of the main world business banks, has published on May 15, 2025 a prediction that alerts not only financial analysts, but also the Italian companies Active in the key sectors of manufacture, automotive and technology.
In fact, there is the risk that the upward figures translate into increases for the car and tech sector.
What the predictions about copper and aluminum prices say
According to the note of JP Morgan, in the second half of 2025 the average price of copper will be on 9,225 dollars with metric ton, while that of thealuminum will rise to $ 2,325 tonne. An average that photographs a phase of growing pressure on the markets of raw materials and which reflects, in large part, the improvement of global economic prospects, in particular thanks to an unexpected commercial thaw between the United States and China.
In fact, the two powers recently reached the truce on the duties with the 90 -day suspension of the custodial tariffs. The agreement discussed in Geneva has contributed to removing the spectrum of the global recession. This loosening of the tensions has already led to an advance of purchases by Chinese buyers, who, taking advantage of the favorable temporal window, are doing copper stocks and aluminum, pushing prices upward.
Impact on Italy: cars and more expensive electronic tools
For Italy, net importer of industrial metals, the impact can be relevant. The car sectorwhich contributes significantly to National GDP and Export, uses Aluminum in growing quantities To create light and resistant components, useful for complying European environmental regulations on emissions.
Just think that on a global level the automotive sector represents about 25% of the aluminum demand. An increase in prices could have immediate effects on the entire supply chain, from components manufacturers to end consumers. The manufacturers would in fact be forced to Increase the price listsfurther slowing down a market already tried by high rates and economic uncertainty.
But that’s not all, because even the consumer electronics sector and digital technologies, from the production of smartphones and computers to photovoltaic and electric charging systems, is strongly dependent on copper for the creation of electrical circuits and wiring. Therefore, the increase in the cost of copper also has a direct effect on production prices and, consequently, on the shelves of the shops.
The future consequences and perspectives
The rise in copper and aluminum prices is not just a question for traders and analysts: touches the daily life up close and the main world powers, as well as industrial, in various respects. Whether it is the price of a car, a new smartphone or the digitization projects of the country, the cost of raw materials deeply affects consumer choices and on the national economy.
For this, it will be essential to carefully monitor the evolution of the international situation and take timely measures to mitigate risks. The Metal Raceif not faced with adequate vision and tools, risks transforming into a Boomerang for the economy.
