Here are some comments on the future of copper and zinc lifted from the South 32 FY'22 Results Presentation published on 25th Aug'22.
The long term outlook for copper and zinc in a world trying to decarbonise is very strong indeed.
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Copper is a key metal used in EVs, charging infrastructure and renewable energy − Copper intensity in EVs is ~3x that of ICE vehicles (23kg/car) − Copper intensity for offshore wind generation is ~12x that of coal and gas installations
Zinc protects metals against corrosion − Wind and solar energy could increase >10x by 2050e in 1.5°C scenario, equivalent to adding 3x the capacity of the USA each year − Zinc intensity in offshore wind and solar installations is ~300x and 200x higher, respectively, than in autos (10kg/car) − Zinc demand could double to 24Mt by 2040, akin to adding three Taylor sized projects(a) each year in an environment when supply is declining
Copper news, page-24
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