Copper prices surged on Monday as traders anticipated the outcome of potentially high U.S. import tariffs. The three-month copper price on the London Metal Exchange (LME) climbed to $9,925 per metric ton, building on last week’s gains after reaching a five-month high.
As per Bloomberg, Mercuria revealed that around 500,000 tons of copper are now headed to U.S. ports—much higher than the usual 70,000 tons per month. This spike is directly linked to expectations of new tariffs.

Explaining further, this investigation into copper imports is fueling market uncertainty. With new tariffs expected on April 2, traders are remaining cautious. This shift in supply could push prices to record highs while creating shortages in China and other markets.
Reuters highlighted Kostas Bintas, former co-head of metals at Trafigura Group, predictions on copper. He warned that global supplies could tighten sharply. Similarly, Goldman Sachs predicts that U.S. copper imports could rise by 50% to 100% in the coming months as buyers rush to secure material before tariffs hit.
Impact on the Economy
The rush of copper imports and looming tariffs could reshape industries worldwide. Here’s what industry pundits are expecting:
- Record Prices: With 500,000 tons of copper flooding the U.S., prices could surpass $10,000 per ton. This would raise costs for construction, electronics, and electric vehicles.
- U.S. Economic Shift: The government aims to boost domestic copper production, reducing reliance on foreign metals. This could help U.S. mining and manufacturing but also raise domestic costs.
- Higher Inflation: Rising copper prices would increase production costs, leading to inflation across multiple sectors. Consumers already facing high living costs may feel the strain.
- Global Supply Chain Issues: With more copper heading to the U.S., shortages could hit China, the world’s largest copper consumer. This could disrupt industries reliant on steady copper supplies.
- Investment Changes: Companies might stock up on extra copper or look for other materials to avoid the impact of price changes. This uncertainty could lead to more investment in U.S. copper production and new alternatives.
What’s Behind the Copper Crunch?
Experts predict a 320,000-ton copper supply deficit in 2025 as demand outpaces supply. A sharp drop in U.S. copper scrap exports—crucial for a third of global production—is worsening the shortfall.
The U.S. is increasingly relying on imports to sustain the production of copper which is a highly critical metal for EVs, military tech, semiconductors, and consumer goods. Meanwhile, demand is soaring due to the rise of EVs, AI advancements, and renewable energy expansion.
Furthermore, China, setting a 5% GDP growth target, is rolling out stimulus measures to boost domestic consumption, further intensifying copper demand. Copper futures surged 12% as traders speculated that the U.S. might impose tariffs on base metal imports. In response, suppliers rushed shipments to America while tightening supply at other places.
RioTimes revealed an interesting point made by Nick Snowdon, head of metals research at Mercuria. He called this trend an “under-appreciated shock” to global markets.
Amid all these developments, WSJ reported that Rio Tinto plans to expand its copper investments in the U.S. It operates the Kennecott copper mine in Utah and owns a majority stake in the Resolution Copper project in Arizona.
The company sees new opportunities after President Trump signed the executive order to speed up permitting and boost government funding for mineral projects.
Katie Jackson head of the company’s copper business confirmed this news by noting,
“We have a strong desire to invest more in the U.S., particularly in copper,”
Copper Demand and Supply Forecast
Copper demand is set to rise sharply due to the clean energy transition.
IEA projects, cleantech applications, such as EVs and renewable energy, will drive demand from 5,380 kt in 2021 to 16,343 kt in 2040. Meanwhile, traditional uses like construction and electrical wiring will remain stable, reaching 20,036 kt by 2040.
Recycled copper supply will exceed double, from 4,123 kt in 2021 to 10,006 kt in 2040. Despite this growth, mining will still play a key role, with primary supply requirements peaking at 25,249 kt in 2030 before stabilizing.
The rising demand and supply chain concentration, primarily from China, might push for diversified sources and expanded recycling efforts.

BHP, the largest mining company, predicts that copper demand from the energy transition sector will rise from 7% to 23% by 2050, according to a Kitco report.
- Copper demand from the digital sector, including data centers, 5G, and AI, is also set to grow from 1% (current) to 6% by 2050.
- Copper use in transportation will increase from 11% in 2021 to 20% by 2040. This rise is due to more electric vehicles on the road.

On the supply side, BHP highlighted a major challenge. The average copper ore grade has dropped by about 40% since 1991. In the next ten years, half of the world’s copper supply will face problems. Aging mines and lower ore quality will be major issues.
- More significantly, the mining giant estimates that the industry will need $250 billion in new investments to close the growing gap between supply and demand.
BHP’s chief commercial officer Rag Udd.
“As we look towards 2050, we foresee global copper demand increasing by 70% to reach 50 million tonnes annually. This will be driven by copper’s role in both current and emerging technologies, as well as the world’s decarbonization goals.”
The post U.S. Copper Rush: Imports Flood in and Prices Soar as Trump Tariff Looms appeared first on Carbon Credits.
Carbon Footprint
Climate Impact Partners Unveils High-Quality Carbon Credits from Sabah Rainforest in Malaysia
The voluntary carbon market is changing. Buyers are no longer focused only on large volumes of cheap credits. Instead, they want projects with strong science, long-term monitoring, and clear proof that carbon has truly been removed from the atmosphere. That shift is drawing more attention to high-integrity, nature-based projects.
One project now gaining that spotlight is the Sabah INFAPRO rainforest rehabilitation project in Malaysia. Climate Impact Partners announced that the project is now issuing verified carbon removal credits, opening access to one of the highest-quality nature-based removals currently available in the global market.
Restoring One of the World’s Richest Rainforest Ecosystems
The project is located in Sabah, Malaysia, on the island of Borneo. This region is home to tropical dipterocarp rainforest, one of the richest forest ecosystems on Earth. These forests store huge amounts of carbon and support extraordinary biodiversity. Some dipterocarp trees can grow up to 70 meters tall, creating habitat for orangutans, pygmy elephants, gibbons, sun bears, and the critically endangered Sumatran rhino.
However, the forest within the INFAPRO project area was not intact. In the 1980s, selective logging removed many of the most valuable tree species, especially large dipterocarps. That caused serious ecological damage. Once the key mother trees were gone, natural regeneration became much harder. Young seedlings also had to compete with dense vines and shrubs, which slowed the forest’s recovery.
To repair that damage, the INFAPRO project was launched in the Ulu-Segama forestry management unit in eastern Sabah.
- The project has restored more than 25,000 hectares of logged-over rainforest.
- It was developed by Face the Future in cooperation with Yayasan Sabah, while Climate Impact Partners has supported the project and helped bring its credits to market.
Why Sabah’s Carbon Removals are Attracting Attention
What makes Sabah INFAPRO different is not only the size of the restoration effort. It is also the way the project measured carbon gains.

Many forest carbon projects issue credits in annual vintages based on year-by-year growth estimates. Sabah INFAPRO followed a different path. It used a landscape-scale monitoring system and waited until the forest moved through its strongest natural growth period before issuing removal credits.
- This approach gives the credits more weight. Rather than relying mainly on short-term annual estimates, the project measured carbon sequestration over a longer period. That helps show that the forest delivered real, sustained, and measurable carbon removal.
The scientific backing is also unusually strong. Since 2007, the project has maintained nearly 400 permanent monitoring plots. These plots have allowed researchers, independent auditors, and technical specialists to observe the full growth cycle of dipterocarp forest recovery. The result is a large body of field data that supports carbon calculations and strengthens confidence in the credits.
In simple terms, buyers are not just being asked to trust a model. They are being shown years of direct forest monitoring across the project landscape.
Strong Ratings Support Market Confidence
Independent assessment has also lifted the project’s profile. BeZero awarded Sabah INFAPRO an A.pre overall rating and an AA score for permanence. That places the project among the highest-rated Improved Forest Management, or IFM, projects in the world.
The rating reflects several important strengths. First, the project has very low exposure to reversal risk. Second, it has a long and stable operating history. Third, its measured carbon gains align well with peer-reviewed ecological research and independent analysis.
These points matter in today’s market. Buyers have become more cautious after years of debate over the quality of some forest carbon credits. As a result, they now look more closely at durability, transparency, and third-party validation. Sabah INFAPRO’s rating helps answer those concerns and makes the project more attractive to companies looking for credible carbon removal.
The project is also registered with Verra’s Verified Carbon Standard under the name INFAPRO Rehabilitation of Logged-over Dipterocarp Forest in Sabah, Malaysia. That adds another level of market recognition and verification.
A Wider Model for Rainforest Recovery
Sabah INFAPRO also shows why high-quality nature-based projects are about more than carbon alone. The restoration effort supports broader ecological recovery in one of the world’s most important rainforest regions.
Climate Impact Partners said it has worked with project partners to restore degraded areas, run local training programs, carry out monthly forest patrols, and distribute seedlings to support rainforest recovery beyond the project boundary. These efforts help strengthen the wider landscape and expand the project’s environmental impact.
That broader value is becoming more important for buyers. Companies increasingly want projects that support biodiversity, ecosystem health, and local engagement, along with carbon removal. Sabah INFAPRO offers that mix, making it a stronger fit for the market’s shift toward higher-integrity credits.

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Carbon Footprint
Bitcoin Falls as Energy Prices Rise: Why Crypto Is Now an Energy Market Story
Bitcoin’s recent drop below $70,000 reflects more than short-term market pressure. It signals a deeper shift. The world’s largest cryptocurrency is becoming increasingly tied to global energy markets.
For years, Bitcoin has moved mainly on investor sentiment, adoption trends, and regulation. Today, another force is shaping its direction: the cost of energy.
As oil prices rise and electricity markets tighten, Bitcoin is starting to behave less like a tech asset and more like an energy-dependent system. This shift is changing how investors, analysts, and policymakers understand crypto.
A Global Power Consumer: Inside Bitcoin’s Energy Use
Bitcoin depends on mining, a process that uses powerful computers to verify transactions. These machines run continuously and consume large amounts of electricity.
Data from the U.S. Energy Information Administration shows Bitcoin mining used between 67 and 240 terawatt-hours (TWh) of electricity in 2023, with a midpoint estimate of about 120 TWh.

Other estimates place consumption closer to 170 TWh per year in 2025. This accounts for roughly 0.5% of global electricity demand. Recently, as of February 2026, estimates see Bitcoin’s energy use reaching over 200 TWh per year.
That level of energy use is significant. Global electricity demand reached about 27,400 TWh in 2023. Bitcoin’s share may seem small, but it is comparable to the power use of mid-sized countries.
The network also requires steady power. Estimates suggest it draws around 10 gigawatts continuously, similar to several large power plants operating at full capacity. This constant demand makes energy costs central to Bitcoin’s economics.
When Oil Rises, Bitcoin Falls
Bitcoin mining is highly sensitive to electricity prices. Energy is the highest operating cost for miners. When power becomes more expensive, profit margins shrink.
Recent market movements show this link clearly. As oil prices rise and inflation concerns persist, energy costs have increased. At the same time, Bitcoin prices have weakened, falling below the $70,000 level.

This is not a coincidence. Studies show a direct relationship between Bitcoin prices, mining activity, and electricity use. When Bitcoin prices rise, more miners join the network, increasing energy demand. When energy costs rise, less efficient miners may shut down, reducing activity and adding selling pressure.
This creates a feedback loop between crypto and energy markets. Bitcoin is no longer driven only by demand and speculation. It is now influenced by the same forces that affect oil, gas, and power prices.
Cleaner Energy Use Is Growing, but Fossil Fuels Still Matter
Bitcoin’s environmental impact depends on its energy mix. This mix is improving, but it remains uneven.
A 2025 study from the Cambridge Centre for Alternative Finance found that 52.4% of Bitcoin mining now uses sustainable energy. This includes both renewable sources (42.6%) and nuclear power (9.8%). The share has risen significantly from about 37.6% in 2022.
Despite this progress, fossil fuels still account for a large portion of mining energy. Natural gas alone makes up about 38.2%, while coal continues to contribute a smaller share.

This reliance on fossil fuels keeps emissions high. Current estimates suggest Bitcoin produces more than 114 million tons of carbon dioxide each year. That puts it in line with emissions from some industrial sectors.
The shift toward cleaner energy is real, but it is not complete. The pace of change will play a key role in how Bitcoin fits into global climate goals.
Bitcoin’s Climate Debate Intensifies
Bitcoin’s growing energy demand has placed it at the center of ESG discussions. Its impact is often measured through three key areas:
- Total electricity use, which rivals that of entire countries.
- Carbon emissions are estimated at over 100 million tons of CO₂ annually.
- Energy intensity, with a single transaction using large amounts of power.

At the same time, the industry is evolving. Mining companies are adopting more efficient hardware and exploring new energy sources. Some operations use excess renewable power or capture waste energy, such as flare gas from oil fields.
These efforts show progress, but they do not fully address the concerns. The gap between Bitcoin’s energy use and its environmental impact remains a key issue for investors and regulators.
- MUST READ: Bitcoin Price Hits All-Time High Above $126K: ETFs, Market Drivers, and the Future of Digital Gold
Bitcoin Is Becoming Part of the Energy System
Bitcoin mining is now closely integrated with the broader energy system. Operators often choose locations based on access to cheap or excess electricity. This includes areas with strong renewable generation or underused energy resources.
This integration creates both opportunities and challenges. On one hand, mining can support energy systems by using power that might otherwise go to waste. It can also provide flexible demand that helps stabilize grids.
On the other hand, it can increase pressure on local electricity supplies and extend the use of fossil fuels if cleaner options are not available.
In the United States, Bitcoin mining could account for up to 2.3% of total electricity demand in certain scenarios. This highlights how quickly the sector is scaling and how closely it is tied to national energy systems.
Energy Markets Are Now Key to Bitcoin’s Future
Looking ahead, the connection between Bitcoin and energy is expected to grow stronger. The network’s computing power, or hash rate, continues to reach new highs, which typically leads to higher energy use.
Electricity will remain the main cost for miners. This means Bitcoin will continue to respond to changes in energy prices and supply conditions. At the same time, governments are starting to pay closer attention to crypto’s environmental impact, which could shape future regulations.

Some forecasts suggest Bitcoin’s energy use could rise sharply if adoption increases, potentially reaching up to 400 TWh in extreme scenarios. However, cleaner energy systems could reduce the carbon impact over time.
Bitcoin is no longer just a financial asset. It is also a large-scale energy consumer and a growing part of the global power system.
As a result, understanding Bitcoin now requires a broader view. Energy prices, electricity markets, and carbon trends are becoming just as important as market demand and investor sentiment.
The message is clear. As energy markets move, Bitcoin is likely to move with them.
The post Bitcoin Falls as Energy Prices Rise: Why Crypto Is Now an Energy Market Story appeared first on Carbon Credits.
Carbon Footprint
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