Copper: Market Outlook and Role as a Transition Metal - Bhavya Laul, Wood Mackenzie

Описание: 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.

Website: www.woodmac.com

Timestamps:
00:00 - Intro
00:55 – Demand-side trends
06:48 – Supply drivers and risks of future supply gaps
12:01 – Copper’s role in the energy transition
15:51 - Base case energy transition scenario

Guest:
Bhavya Laul, Principal Analyst, Copper, Wood Mackenzie