Copper is the unsung hero of the energy transition—powering everything from electric vehicles and data centers to tomorrow’s grids. But as global ambitions for electrification accelerate, copper is caught in the crossfire of structural supply shortfalls, decades of underinvestment, tariffs, and shifting industrial policies. This talk unpacks copper’s critical role, exploring how technology demand, persistent supply deficits, and geopolitics are reshaping the market. We’ll examine where bottlenecks are emerging, why prices are volatile, and what levers can help close the gap.

Speaker:

Rosemary Katz

Senior Associate, Metals and Mining, BloombergNEF