Robeco’s Pieter Busscher and Mutlu Gundogan examine how AI, electrification and industrial policy are driving structural demand for metals while creating new investment opportunities across materials and manufacturing.
- AI infrastructure and electrification are sharply increasing demand for copper, steel, aluminum and specialty minerals, with copper demand projected to rise around 50% by 2040.
- Supply constraints, declining ore grades and China’s dominance in critical-mineral processing could keep bottlenecks and price volatility elevated.
- Opportunities extend beyond miners to recycling, alternative materials, automation and productivity-enhancing technologies that help industries adapt to scarcity.
Explore the full report to see where resource constraints and industrial innovation may create long-term investment opportunities.
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