The mining industry is undergoing a structural transformation. Copper has overtaken iron ore as the world's most sought-after commodity, driven by electrification, the energy transition and AI data center demand. Meanwhile, traditional commodity markets are facing a shifting landscape as China's steel consumption pivots away from a slumping property market toward advanced manufacturing.

Vandita Pant, Chief Financial Officer of BHP, joins John Lee and Bloomberg Intelligence senior analyst Alon Olsha on the Asia Centric podcast. Pant unpacks the compelling economics of organic growth versus M&A and the structural bull case for India's massive infrastructure runway. She also discusses her career journey from banking to becoming the CFO of the world's largest mining company.

The mining industry is undergoing a structural transformation. Copper has overtaken iron ore as the world's most sought-after commodity, driven by electrification, the energy transition and AI data center demand. Meanwhile, traditional commodity markets are facing a shifting landscape as China's steel consumption pivots away from a slumping property market toward advanced manufacturing.
Vandita Pant, Chief Financial Officer of BHP, joins John Lee and Bloomberg Intelligence senior analyst Alon Olsha on the Asia Centric podcast. Pant unpacks the compelling economics of organic growth versus M&amp;A and the structural bull case for India's massive infrastructure runway. She also discusses her career journey from banking to becoming the CFO of the world's largest mining company.

Some of the world's largest and fastest-growing markets, economies and companies are in Asia. Every Thursday, John Lee from Bloomberg Intelligence speaks with experts and newsmakers about the big ideas and trends moving money across the region.

Some of the world's largest and fastest-growing markets, economies and companies are in Asia. Every Thursday, John Lee from Bloomberg Intelligence speaks with experts and newsmakers about the big ideas and trends moving money across the region.

Asia Centric by Bloomberg Intelligence

BHP CFO on Copper, AI and Mining's New Era

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