IN FOCUS: Copper and the Next Phase of Mining Growth
In partnership with Harmony Gold Mining Company
Copper sits at the centre of the global shift toward electrification, digital infrastructure and the energy transition. As copper demand accelerates, the industry is facing supply pressures and evolving geopolitical dynamics.
This five-part IN FOCUS video series brings together leading analysts, industry experts and executives to explore the key forces shaping the global copper market - from demand drivers such as renewable energy, electric vehicles and data centres, to the challenges of developing the next generation of supply. Following in-depth interviews with leading experts in the field, the video series concludes with an interview with Harmony CEO Beyers Nel, who provides insights into the company’s strategy to position itself as a globally significant gold and copper producer.
Episode 1
Investment in electricity grids is set to become the single most important driver of copper demand over the coming decades, underpinning growth from renewable energy, electric vehicles and artificial intelligence, says Wood Mackenzie head of copper research Charles Cooper.
Episode 2
The global copper market is expected to remain in deficit as growing demand from the energy transition collides with the realities of bringing new supply to market.
Episode 3
The intensifying competition among China, the US and other major powers to secure future copper supplies is creating an opportunity for African producer countries to capture greater value from the metal’s supply chain, says political scientist and economist Gaylor Montmasson-Claire.
Episode 4
Mining companies are increasingly reshaping their portfolios around copper as investors place a premium on exposure to the metal, driving a wave of acquisitions, asset reviews and strategic repositioning across the sector.
Episode 5
South Africa-headquartered Harmony Gold Mining Company expects copper to account for 40% of its production within the next decade as it grows its exposure to the metal alongside its core gold business.