logo
episode-header-image
Mar 2021
9m 21s

Logistics, tight supply pose challenges ...

S&P Global Commodity Insights
About this episode

China consumes around 50% of world's copper and will continue to play a critical role in the market this year. S&P Global Platts metals experts Keith Tan and Han Lu examine China's appetite for copper concentrates as its economy recovers from the coronavirus pandemic. They also discuss what the market can expect in the second quarter, and give methodology and specification details on Platts clean copper concentrate assessments. 

To know more about Platts clean copper concentrate assessments, email our team at platts_asia_copper@spglobal.com or download the methodology here.

Explore now: The Platts Atlas of Energy Transition, your map to the sustainable commodity markets of the future

Up next
Jun 17
India's corporate renewable sourcing: Are IRECs losing ground to VPPAs amid growing demand?
India's corporate renewable energy market is entering a new phase. While International Renewable Energy Certificates still lead the way for buyers seeking flexibility, simplicity, and cost-effective compliance, larger corporates are increasingly exploring Virtual Power Purchase A ... Show More
16m 36s
May 27
India's renewable hydrogen projects face cost, delay risks from global conflicts
India has established a strong foothold in the emerging clean fuels industry, leveraging its low-cost renewable energy resources to position itself as a competitively priced producer of renewable hydrogen and ammonia for both domestic industrial use and large-scale exports to buy ... Show More
29m 27s
May 19
Global wheat markets on edge as war, weather, and fertilizer shocks drive new rally
Global wheat prices have been rising since the Middle East war began in late February. Geopolitical tensions, higher fertilizer costs, and mounting weather risks in North America, and a potential El Niño in Australia are all in focus. At the same time, Black Sea new-crop wheat is ... Show More
16m 32s
Recommended Episodes
Jan 2024
Goodness Me, There Goes the Copper TC
In this episode we discuss the growing tightness in copper raw material markets, gold’s resilience, nickel supply cuts, and China’s 2023 economic data. (12 min). Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/ei9UanNMUVJjRjcxOFFVT2F2am8wSWJRT0JLWDZSSDNxdz ... Show More
12m 6s
May 2024
Copper’s Double Negative
In this episode we discuss the unusual situation happening in copper at present, why iron ore might be the best way to play Chinese recovery, gold demand and BMO’s economic expectations. (13 min) Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/d0pHOGZncGVN ... Show More
13m 2s
Jan 2022
Why miners are moving 'twice as much material' to produce copper
Copper prices are heading up due to increased demand from energy transition and declining grades at existing mines, said Nolan Peterson, CEO of World Copper. On Friday Peterson recorded Kitco Roundtable with Kitco correspondent Paul Harris and Mining Audiences Manager Michael McC ... Show More
31m 54s
May 2025
China: The mineral superpower
The country dominates the global processing of critical minerals - materials essential to clean energy, defence, and modern manufacturing. In the second part of our series on the global race to secure these resources, we explore how China built its control over the supply chain, ... Show More
17m 29s
Oct 2025
From London to Beijing
In this week’s Metal Matters, we re-cap on our key take-aways from LME week, discuss the correction in precious metals, and shift the spotlight over to China’s recent economic data and expectations for the next 5-year plan. Click here for transcript BMO clients can view our repor ... Show More
15m 8s