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Julian Kettle: 'Copper is at the nexus of the energy transition.'


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Is aluminium a real threat to copper? 
The steady climb in copper prices since mid-2020 – and the more recent launch into the stratosphere – puts me in mind of Senator Gracchus in the film Gladiator. Specifically, his observation that fear and wonderment is a powerful combination. Why?  
Well, on the one hand many investors and speculators are suffering from a fear of missing out, having joined the copper party too late. At the same time, copper consumers face the very different fear of having to pay substantially more for their metal but without the potential to pass this additional cost on to their customers  ....

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Is aluminum a real threat to copper?


Is aluminum a real threat to copper?
Copper is the major metal 
par excellence in terms of electrical conductivity but is not the only solution to energy transmission. 
The red metal price is flying high and with the energy transition set to pick up the baton when rampant recovery-induced demand loses steam, there seems to be no end in sight.
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 not least its density, which is just 30% of that of copper. 
This means that an aluminum cable is around 52% of the weight of a copper cable with the same conductivity, a property offering handling, and installation benefits.   ....

Julian Kettle , Wood Mackenzie Senior Vice President , Vice Chair Metals , ஜூலியன் கெண்டி , துணை நாற்காலி உலோகங்கள் ,

Low carbon world needs $1.7 trillion in mining investment


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LONDON Mining companies need to invest nearly $1.7 trillion in the next 15 years to help supply enough copper, cobalt, nickel and other metals needed for the shift to a low carbon world, according to consultancy Wood Mackenzie.
The United States, Britain, Japan, Canada and others raised their targets on cutting carbon emissions to halt global warming at a summit in April hosted by U.S. President Joe Biden.
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Low carbon world needs $1.7 trillion in mining investment Back to video
Meeting those targets will need large-scale deployment of electric vehicles, storage for power generated from renewables and electricity transmission, all of which require industrial materials, such as lightweight aluminum and metals used in batteries such as cobalt and lithium. ....

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