Kwasi Ampo

Kwasi Ampofo, Head of Metals and Mining at BloombergNEF, dives into the seismic shifts within global metals markets. He reveals how forecasts switched from shortages to surpluses, driven by rapid project buildouts and innovation. The discussion highlights the implications of lower battery costs on manufacturers and the growing importance of metals like lithium, cobalt, and manganese. Kwasi emphasizes copper's critical role and upcoming supply gaps, while also addressing China's aluminum production caps and their environmental motivations.

Kwasi Ampofo from BNEF's team discusses Canada surpassing China in battery supply chain potential. Topics include ranking methodology, lithium market volatility, and Indonesian policy impact on nickel prices.