Bhavya Laul, Principal Analyst, Copper at Wood Mackenzie joins 121 Global Online Tech Metals to discuss the market outlook for copper and its role as a transition metal. She begins with an analysis of both near-term and long-term demand-side trends and then diving into the supply outlook, highlighting the future supply gaps and surpluses.
Bhavya then dives into copper’s role in the energy transition, highlighting its use in electrical networks and the transportation sector in particular as key drivers. She also notes that the decarbonization of the transportation sector is underpinning total consumption of copper.
Bhavya Laul, Principal Analyst, Copper, Wood Mackenzie