In this episode, host Eklavya Gupte examines how the copper market is facing an unprecedented supply crunch driven by the accelerating pace of electrification.
Patricia Barreto, senior principal analyst from the metals & mining research team at S&P Global Energy CERA, breaks down the numbers behind copper's critical role in the energy transition and sheds light on why copper prices soared to record highs in January.
Eric Saderholm, managing director of exploration at American Pacific Mining Corp., explains the on-ground realities of bringing new copper supply online and discusses how recent policy changes are affecting the industry.
The conversation also covers China's dominance in smelting capacity, US critical mineral policies, and why the industry's ability to scale production will determine whether the global energy transition succeeds or stalls.