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Copper

Copper demand is projected to double — to 50 million metric tons by 2035 — with demand driven by overhauling national electricity grids, wind and solar power expansion, and the electric vehicle boom.

To put the demand increase in perspective: the energy transition will need more copper than all the world has consumed from 1900-2021. 

If you plan to trade, get ready for plenty of volatility in the copper market as prices face a variety of risks including: inflation, concerns over recession, as well as manufacturing contractions in Europe and China.

However, the fundamentals are strong in the long-term with government commitments and challenges in building out secure copper supply.

Our latest in-depth analysis on copper:

A lot more copper needed to expand global electricity grid
Copper demand set to electrify prices

Our in-depth industry report into the historical copper supply crunch:

Global supply of copper, essential for a host of industries and crucial to green technology and the global energy transition, is expected to face a supply gap of nearly 10 million mt within the next ten years, according to a new report.

Report: Copper, at the centre of the metal supercycle

Supply of copper expected to face a supply gap of nearly 10 million mt within the next ten years, according to our new report.

Report: Copper, at the centre of the metal supercycle

Supply of copper expected to face a supply gap of nearly 10 million mt within the next ten years, according to our new report.

Stay ahead of the market with our regular investment insights into copper:

Latest infographics on copper:

The price of cobalt has seen two historic spikes in the last decade as supply has struggled to meet demand, driven by electric batteries. 

Cobalt is no longer the breakout metal it was in 2017 or 2021, with improved supply and changing electric battery chemistries impacting demand. But that does not mean that investors should count cobalt out just yet.

The Democratic Republic of Congo still dominates 73% of global supply, presenting significant geopolitical and supply chain risks, and soaring electric vehicle sales are expected to offset any efficiencies in electric battery chemistries.

The price of cobalt has seen two historic spikes in the last decade as supply has struggled to meet demand, driven by electric batteries. 

Cobalt is no longer the breakout metal it was in 2017 or 2021, with improved supply and changing electric battery chemistries impacting demand. But that does not mean that investors should count cobalt out just yet.

The Democratic Republic of Congo still dominates 73% of global supply, presenting significant geopolitical and supply chain risks, and soaring electric vehicle sales are expected to offset any efficiencies in electric battery chemistries.

Latest Market Analysis:

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