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The Mad Scramble for Copper Copper is a crucial metal, with 20M+ tonnes consumed yearly across a range of industries. The clean energy transition has increased demand. Electrification depends on copper, the heartbeat of the global energy economy. https://lnkd.in/eEBf_D29

Read the latest in our Chasing Zero series. This edition we're focused on the role critical minerals play in the energy transition. #HSFEnergy #Chasing Zero #HSFCriticalMinerals #HSFMining

🌱🚗💡 Think about today’s growth sectors – renewable energy generation, electric vehicles, AI – and the one thing they all have in common is an insatiable appetite for copper. #RenewableEnergy #ElectricVehicles #AI #CopperMining 🌍 Read the full article -- The world is poised on the edge of a new copper supercycle -- The Telegraph. 📰 https://yhoo.it/49Zr21D

In the last ten years, critical minerals have climbed the agenda for governments and companies as key components of the energy transition. This group of metals and minerals, including lithium, nickel, cobalt, graphite, copper, aluminium and rare earth elements, are crucial particularly to manufacture the batteries needed to store renewable energy and power electric vehicles (EVs). The sector has become so important that countries from the US to the UK are developing strategies and policies to ensure supply and help them reach their climate targets. Read the full article here https://lnkd.in/e8KP-CpG #ParametaSolutions #batterymetals #energyandcommodities

While major energy transition commodities like copper, aluminium, and nickel often take centre stage, hidden powerhouses such as iridium and rare earth elements, though used in smaller quantities, play a crucial role. This blog explores why these less familiar materials are essential for the energy transition. #thematicinvesting #energytransition #commodities For more insights: WisdomTree in Europe. https://lnkd.in/dBJjNuq8

And so it is that as the world scrambles to cut carbon emissions and electrify the transport system, the power sector, and building stock, copper has emerged as the golden metal of choice. Its superior conductivity makes it essential in renewable energy applications, electric vehicles, and power distribution systems. However, the soaring demand for copper is putting pressure on global inventory, prompting questions about how much of this versatile metal will be available to underpin the energy transition. The copper industry is facing a dense field of problems that may affect its capacity to satisfy global demand, which could undermine endeavors to address climate change and advance the transformation of energy systems. The following 25 years will see copper demand soar beyond historical levels, leading to unprecedented supply challenges. The overall consumption rate of copper is growing at an unprecedented pace worldwide, and more so because of its use in renewable energy and electric vehicle sectors. In the S&P global report that was recently released, the assumption is that for the next twenty-five years, copper demand will hit the market, and it will be more than double the cumulative demand for copper that has ever existed. https://lnkd.in/dsM6aR8K

As global efforts to curb carbon emissions ramp-up, see @Benzinga’s article on why Foremost Lithium could emerge a frontrunner in global #electrification transformation. $FMST $FAT.C #lithium #electricvehicles

🆕 This week's featured article is FREE to read, for a limited time only, here: https://lnkd.in/d3ryd9HC "Following supply-side shocks created by Covid-19, then perpetuated by Russia’s war in Ukraine, and hammered home by rising tensions in the Middle East around major global shipping lanes, inflation looks to finally be coming under control in most major economies. This will enable a shift back towards lower interest rates as countries – particularly countries with elections coming up – look to encourage growth that has been lost and claw back the living standards that come with it." - Connor Watts, Senior Battery Analyst, Rethink Technology Research, is available for comment/interview. // Falling #interestrates will drive material prices higher this year // China also beating the West on price with #windturbines // The Silver Institute forecasts #solar #silver demand up 20% in 2024 // Grupo Antofagasta Minerals CEO claims #copper to enter deficit in 2024 // #Glass to boost #electrolysis learning curve with 50 GW potential // How far has China gotten with #SAF? // Are we yet to see the last twist in #lowcarbon #steelmanufacturing? // China’s monthly #newelectricvehicle sales surpass 50% in first half of April // U.S. Department of Energy (DOE)’s 100 GW #grid solutions dodge // Renewables orders this week // Worth Noting in the world of #renewables this week Rethink Energy analysis and reporting from Andries Wantenaar, Bogdan Avramuta, Connor Watts #solarpower #hydrogen #electricvehicles #EV #Battery #batterytechnology #mining #rawmaterials #windpower #electricitygrid

Rare earths demand is expected to double by 2030, and there are fears of shortages since in December 2023, China banned the export of some rare earth elements and processing technologies.  Energy transition metals are not just about electrification and batteries. Themes underlying the WisdomTree Energy Transition Metals and Rare Earth Miners Index  (WTMRARE), developed with Wood Mackenzie, include electric vehicles, transmission, charging, energy storage, solar, wind, and hydrogen. Whereas market cap weighted indices are by definition dominated by mega caps and large caps, but WMTRARE has 63% in mid-caps (USD 2-10 billion) and 15% in small caps (below USD 2 billion). Read the article by ULTUMUS here: https://hubs.li/Q02t3LYY0 #earthmetals #financialtech #minersindex #etfdata

Rare earths demand is expected to double by 2030, and there are fears of shortages since in December 2023, China banned the export of some rare earth elements and processing technologies.  Energy transition metals are not just about electrification and batteries. Themes underlying the WisdomTree Energy Transition Metals and Rare Earth Miners Index  (WTMRARE), developed with Wood Mackenzie, include electric vehicles, transmission, charging, energy storage, solar, wind, and hydrogen. Whereas market cap weighted indices are by definition dominated by mega caps and large caps, but WMTRARE has 63% in mid-caps (USD 2-10 billion) and 15% in small caps (below USD 2 billion). Read the article by ULTUMUS here: https://hubs.li/Q02t3LYX0 #earthmetals #financialtech #minersindex #etfdata