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Video | Copper demand in an electrifying and digitising world
Mining Weekly interview explores the structural drivers reshaping global copper demand
1 minute read
Charles Cooper
Research Director, Head of Copper Research
Charles Cooper
Research Director, Head of Copper Research
Charles is a mining economist specialising in commodity markets and sustainability analytics.
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Originally published by Mining Weekly (Creamer Media) as part of its IN FOCUS copper series, this discussion examines how global copper demand is evolving in response to electrification, digitalisation and the energy transition.
The analysis highlights the potential for a period of structurally higher demand, supported by expanding electricity networks, growth in electric vehicles and renewables, and the rapid buildout of AI-related data centres.
Questions explored in this discussion:
- What are the biggest forces driving the current shift in copper demand?
- Is the market entering a structural step change rather than a typical cycle?
- How is artificial intelligence – and the growth of data centres – reshaping demand projections?
- What is the relative contribution of EVs, renewables, grid expansion and data centres?
- To what extent does China continue to dominate demand, and where are other regions gaining importance?
- Will copper supply be able to keep pace – and is the market underestimating the scale or speed of growth?
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