The Energy Transition Has One Big Metal Problem
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The Energy Transition Has One Big Metal Problem
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Copper could become the defining materials bottleneck of the energy transition. Demand is set to rise 60% by 2050, while declining ore quality and a lack of new mines threaten a significant supply gap. Can innovation and substitution ease the crunch, or will copper constrain the transition? On today’s show, Tom Rowlands-Rees is joined by Martin Tengler, BloombergNEF’s head of metals mining, to discuss this year’s edition of the flagship “Transition Metals Outlook” report.
Complementary BNEF research on the trends driving the transition to a lower-carbon economy can be found at BNEF on the Bloomberg Terminal or on bnef.com
Links to research notes from this episode:
Transition Metals Outlook 2026 - https://www.bnef.com/flagships/transition-metals-outlook
Publicly available executive summary - https://about.bnef.com/insights/commodities/transition-metal-outlook/
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