Copper Markets in Transition: Geopolitics, Processing and Supply Chains

A market-led discussion on the forces shaping the future of copper and critical minerals supply chains.

As demand for copper and other critical minerals accelerates in support of electrification, renewable energy, advanced manufacturing and digital infrastructure, global supply chains are entering a period of significant transformation. Governments, investors and industry leaders are increasingly focused on securing reliable and resilient mineral supply, while navigating evolving geopolitical dynamics, changing trade relationships and growing processing requirements.

In this webinar, CRU’s Piers Montgomery will explore the forces shaping the future of copper, including supply and demand trends, concentrate shortages versus processing capacity, and the geopolitical and policy dynamics influencing supply chain resilience, while CRU’s Tiantian will provide a complementary aluminium market perspective, examining supply-side recovery, surplus risk, emerging demand from technology-led sectors, changing trade flows, and aluminium-for-copper substitution, together offering a market-led view of how copper and aluminium are being transformed by the energy transition and the wider evolution of global metals supply chains.

Together, the session will offer a market-led view of how copper and aluminium are being transformed by the energy transition and the wider evolution of global metals supply chains.