At the crossroads: a reality check on trends in copper supply and demand

From woodmac.com

Without copper, the backbone of electrification, the world cannot decarbonise. The spread of electric vehicles (EVs) and renewables, as well as grid upgrades, are driving demand growth that is likely to persist for the rest of the century. The question is how the world can secure sufficient supply to meet this burgeoning demand. In a recent presentation at the London Metals Exchange Forum 2025, Wood Mackenzie analysts discussed the growing gap between copper supply and demand, and the outlook for the copper market. Fill in the form to download a redacted deck of charts that accompanied the presentation and read on ... (full story)