Things to Watch: Aluminum, Copper and Steel
Switched On29 Jan 2024

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<GO> on the Bloomberg Terminal, on bnef.com or on the BNEF mobile app.

Links to research notes from this episode:

Industrial Metals Monthly: Things to Watch in 2024 - https://www.bnef.com/insights/33089/view

See omnystudio.com/listener for privacy information.

Det här avsnittet är hämtat från ett öppet RSS-flöde och publiceras inte av Podme. Det kan innehålla reklam.

Avsnitt(314)

Six Months In, the Iran War Redraws the Energy Map

Six Months In, the Iran War Redraws the Energy Map

The Iran war is redrawing the global energy landscape. Six months of high oil prices and disrupted trade have strengthened the case for technologies that reduce reliance on imported fossil fuels. Chin...

2 Sep 33min

Turkey's Renewables Boom Has More Than Climate in Mind

Turkey's Renewables Boom Has More Than Climate in Mind

Turkey is quietly becoming a renewables heavyweight. Rapid wind and solar deployment is helping the country meet rising electricity demand while reducing exposure to imported fossil fuels. Turkey rank...

27 Aug 32min

States Put Data Centers on Pause: Analyst Reaction

States Put Data Centers on Pause: Analyst Reaction

America’s data center boom is running into political resistance. Texas, New York and Pennsylvania are moving to slow or pause new projects amid concerns over electricity costs, infrastructure and loca...

24 Aug 14min

EV Boom Changes Lanes as New Markets Take the Wheel

EV Boom Changes Lanes as New Markets Take the Wheel

The electric vehicle boom is entering a new phase. As China’s market matures and the US steps back from EVs, emerging markets are becoming the new hotspot for electrified transport. At the same time, ...

20 Aug 31min

EU Electrification Push Lacks Pull: Analyst Reaction

EU Electrification Push Lacks Pull: Analyst Reaction

Europe’s electrification ambitions are running ahead of its policies. The EU wants electricity to account for 46% of final energy consumption by 2040, but BNEF’s modeling suggests even a maximum-effor...

17 Aug 18min

Offshore Wind Is Outgrowing the Boats That Build It

Offshore Wind Is Outgrowing the Boats That Build It

Offshore wind turbines are getting too big for the ships that install them. BloombergNEF estimates more than 30 gigawatts of offshore wind installations could struggle to find suitable vessels through...

13 Aug 26min

Rhine Drought Drives Fuel Costs Up: Analyst Reaction

Rhine Drought Drives Fuel Costs Up: Analyst Reaction

Europe’s energy supply chains are running out of water. Weeks of heat and drought have pushed Rhine water levels to exceptional lows, restricting barge traffic and sending gasoil freight rates to reco...

10 Aug 14min

Battery Tax Credits Are Rewriting US Solar Economics

Battery Tax Credits Are Rewriting US Solar Economics

US solar developers are building projects around batteries, not panels. Federal tax credits for energy storage are reshaping the economics of new solar projects, encouraging developers to install larg...

5 Aug 28min

Populärt inom Business & ekonomi

framgangspodden
rss-jossan-nina
varvet
svd-tech-brief
badfluence
uppgang-och-fall
rss-borsens-finest
avanzapodden
rss-inga-dumma-fragor-om-pengar
24fragor
rss-kort-lang-analyspodden-fran-di
bathina-en-podcast
tabberaset
rikatillsammans-om-privatekonomi-rikedom-i-livet
kvalitetsaktiepodden
lastbilspodden
rss-hos-psykologen
rss-sparpodden-2
rss-dagen-med-di
kapitalet-en-podd-om-ekonomi