Switched On

Things to Watch: Aluminum, Copper and Steel

On today’s bonus episode of the podcast, Dana is joined by BloombergNEF metals analyst Yuchen Huo, to discuss the things to watch in industrial metals markets in 2024. Together they talk about what a continued slump in China’s property sector could mean for steel demand, how the expansion of electricity grids will drive the need for copper, and the impact of the ongoing surge in solar power capacity on aluminum. Complementary BNEF research on the trends driving the transition to a lower-carbon economy can be found at BNEF&lt;GO&gt; on the Bloomberg Terminal, on <a href="https://www.bnef.com/">bnef.com</a> or on the BNEF mobile app. Links to research notes from this episode: Industrial Metals Monthly: Things to Watch in 2024 - <a href="https://www.bnef.com/insights/33089/view">https://www.bnef.com/insights/33089/view</a>See <a href="https://omnystudio.com/listener">omnystudio.com/listener</a> for privacy information.

Conversations about global commodity markets and the disruptive technologies driving the transition to a low-carbon economy. Each week, Dana Perkins sits down with different BloombergNEF (BNEF) analysts to discuss their latest research and unique perspective on the future of energy, transport, agriculture, sustainability and more.