Metals Enter A New Era

2026-01-12 08:20:00 ET

By Ewa Manthey, Commodities Strategist

More diverse demand drivers

China remains a key consumer, but it no longer dominates global metals demand as it once did. Today, demand is more sector-specific and shaped by electrification, clean energy, defence spending and data infrastructure rather than broad-based industrial expansion. However, this shift is uneven, policy-driven and highly sensitive to technology choices and regulation....

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