Competition for copper?
Copper is a key component of batteries, not just as a direct raw material in cells but as a key material in battery wiring, battery management systems and charging infrastructure. And it was already understood by the industry that the demand for copper from the battery industry could substantially stretch the supply of copper over the next 10-15 years. But the Covid-19 outbreak raises the risk of a new demand centre for copper that could very well eclipse batteries. Because copper metal has substantial antimicrobial properties. And that could lead to a new boom for copper as a coating or...