S&P Commodity Insights

The Future of Copper: Will the looming supply gap short-circuit the energy transition?

Will there be enough?

Copper -- the "metal of electrification" -- is essential to the energy transition. But could a looming mismatch between available copper supply and future copper demand present challenges to the achievement of Net Zero Emissions by 2050 goals?

The new S&P Global study, The Future of Copper: Will the looming supply gap short-circuit the energy transition?, responds to that concern. The study examines the pivotal role copper will play in the energy transition and potential obstacles.

The study quantifies future demand in a way that has not been done before -- utilizing a detailed bottom-up technology approach that draws upon in-depth research, knowledge, and expertise that spans S&P Global's Commodity Insight, Market Intelligence, and Mobility teams.



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