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How metals-hungry will the green transition be?

The metals-intensive nature of green technologies will add to demand for a host of industrial and battery metals, with green demand for copper and aluminium likely to grow twice as quickly as traditional demand for both metals has in the past. That said, against a backdrop of rapid technological change and global fracturing, forecasting precise demand for specific metals is fraught with difficulty. More generally, the correction in China’s property sector could alleviate the pressure on prices from green demand.

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