Rosemary Katz

Join Rosemary Katz, a senior associate at BNEF focusing on copper supply dynamics, as she dives into the urgent global copper crunch driven by skyrocketing demand from data centers. She reveals that by 2035, copper demand could exceed supply by 6 million metric tons. Rosemary explains how traditional industries compete for copper, and discusses the implications of mine closures despite rising demand. With insights on future pricing trends and the critical role copper plays in data centers, she offers a fascinating glimpse into the future of this essential metal.

Kwasi Ampofo, global lead of BNEF's metals and mining team, and Rosemary Katz, a member of the same team focused on the 2024 Transition Metals Outlook, share their insights on the critical role of metals in the energy transition. They reveal staggering projections for lithium and manganese demand, driven by electric vehicle trends. The discussion delves into declining metals prices, supply chain challenges, and the economic influences on platinum mining. Plus, they highlight manganese's growing potential in battery technologies—an often overlooked but crucial player in the green revolution.