Copper, Aluminium and the Energy Transition, MS, September 2022
Our new bottom-up modelling suggests 2030 copper and aluminium demand could be 24% and 26% higher than current levels. However, with investment in new supply lagging, we see larger deficits ahead, driving stronger medium-term prices.
Global CO2 emissions per capita have peaked (source, commentary)
The Clean Energy Transition, A Guide (March 2022)
The Great Stranding: How Inaccurate Mainstream LCOE Estimates are Creating a Trillion-Dollar Bubble in Conventional Energy Assets (February 2022)