Driven by the two themes of digitalisation and green technologies, the COVID-19 economic recovery packages are expected to accelerate the arrival of the new age of copper. Stemming from green infrastructure development, the widespread adoption of electric vehicles and the long-anticipated roll out of 5G, a future copper boom offers producing countries a window of opportunity to harness greater benefits from their resources. This column examines current and future trends in copper supply and demand, and discusses the mechanisms for producers to increase their value capture within the sector.
Karina Fernandez-Stark, Penny Bamber, Martin Walter, 07 October 2020
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