Copper: things to look for in 2022 Report

Insight 13 January 2022

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Report summary

The key factors to watch over the coming 12 months that will shape the copper market include: the push for decarbonisation and especially developments for those copper products associated with the renewable energy and electric vehicle sectors; implications for scrap availability given the changing landscape across ASEAN and the US; mine supply growth with the potential for disruptions from project execution as well as political and social instability; the competition for capital to boost output or ESG credentials; the impact of the Omicron variant on logistics and supply-chain issues on both the supply of and the demand for copper.

Overview
- China’s demand outlook will be driven by decarbonisation.
- A year of two halves in the World ex-China.
- Cablemakers and foil mills will expand capacity to enable the energy transition.
- Scrap – US is the ‘battleground’ as suppliers seek to control regional supply chains...
- as North American M&A deals continue.
- ASEAN tightens up its scrap import requirements.
- Supply is set to increase in 2022
- but risks remain.
- 1 more item(s)...