Copper is a cornerstone of the world’s infrastructure. From transportation to the energy transition to massive new data centers, demand for the metal is everywhere, and supply is feeling the crunch. Copper demand is forecast to outstrip supply by 6 million metric tons a year come 2035, but at the same time, market economics are limiting exploration and some mines are even closing up shop. So who is going to win, and who may lose out, in the global battle for a limited critical resource? On today’s show, Tom Rowlands-Rees talks with Rosemary Katz, a senior associate from BNEF’s metals and mining team, about her note “Tracking Copper in Data Centers 2025-2035: Supply Crunch.”

Complementary BNEF research on the trends driving the transition to a lower-carbon economy can be found at BNEF<GO> on the Bloomberg Terminal or on bnef.com

Links to research notes from this episode:

Tracking Copper in Data Centers 2025-2035: Supply Crunch - https://www.bnef.com/insights/37209

Copper is a cornerstone of the world&rsquo;s infrastructure. From transportation to the energy transition to massive new data centers, demand for the metal is everywhere, and supply is feeling the crunch. Copper demand is forecast to outstrip supply by 6 million metric tons a year come 2035, but at the same time, market economics are limiting exploration and some mines are even closing up shop. So who is going to win, and who may lose out, in the global battle for a limited critical resource? On today&rsquo;s show, Tom Rowlands-Rees talks with Rosemary Katz, a senior associate from BNEF&rsquo;s metals and mining team, about her note &ldquo;Tracking Copper in Data Centers 2025-2035: Supply Crunch.&rdquo;
Complementary BNEF research on the trends driving the transition to a lower-carbon economy can be found at BNEF&lt;GO&gt; on the Bloomberg Terminal or on <a href="https://www.bnef.com/">bnef.com</a>
Links to research notes from this episode:
Tracking Copper in Data Centers 2025-2035: Supply Crunch - <a href="https://www.bnef.com/insights/37209">https://www.bnef.com/insights/37209</a>

The future of energy, transport, sustainability and more, as told by BNEF analysts. Each week, Dana Perkins and Tom Rowlands-Rees sit down with BloombergNEF (BNEF) analysts to uncover the key findings and stories behind their latest research.

The future of energy, transport, sustainability and more, as told by BNEF analysts. Each week, Dana Perkins and Tom Rowlands-Rees sit down with BloombergNEF (BNEF) analysts to uncover the key findings and stories behind their latest research.

The future of energy, transport, sustainability and more from Bloomberg analysts

Switched On

How Data Centers Are Fueling a Global Copper Crunch

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/071b3e49-2f44-44f0-bd36-b361015081bc/transcript