Metals whose demand is driven by electrification and renewable generation — copper above all.
Metals required for decarbonization and clean energy technologies, including battery metals (lithium, nickel, cobalt), rare earths for magnets, copper for electrification, and silver for solar panels. Demand projected to grow 400-500% by 2040.
Copper is the least glamorous and most consequential of them. Every turbine, grid upgrade and vehicle needs it in tonnages nothing else matches, and no new metal substitutes for it.
108 terms have their own page: the definition, why it matters to an investor, where it shows up in practice, and the mistake people make with it.