
The International Energy Agency (IEA), in an episode of its Everything Energy podcast, explores copper’s increasingly vital role in the global energy transition. As a key material for electricity networks, electric vehicles, data centers, and emerging technologies, copper faces rapidly growing demand, raising concerns about whether global production can keep pace.
In the episode, IEA Critical Minerals Analyst Shobhan Dhir discusses the factors behind copper’s record-high prices, challenges facing copper smelters, and the potential consequences for global energy markets. He also examines projections that copper supply could fall significantly short of demand by 2035 and explores possible solutions to close the gap.
The discussion highlights copper’s growing importance as a critical mineral for energy security and future infrastructure development. The episode is available on Apple Podcasts and Spotify.


