Are metals necessary for the energy transition?
- Investment Management
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- 25.03.24
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When investors consider metals exposure in their portfolios, they might once have focused on gold, silver and platinum. Today, more common metals are becoming increasingly important because they will play a vital role in the energy transition. Demand for copper, for example, is growing due to the electrification of transport, industry and heating. But limited copper production means a supply and demand gap is opening in the market, which will widen dramatically over the coming years as demand grows and supply stagnates. Read more to learn about the transition minerals needed for a net zero...