Powering the future: why rising electricity demand could drive a new commodities boom | The Commodity Exchange

As data centers, electrification, and AI drive electricity demand to new highs, what does this mean for commodities? In this episode of The Commodity Exchange, host Nitesh Shah is joined by James Whiteside of Wood Mackenzie to explore how the energy transition, data centre expansion, and growing EV adoption are reshaping the demand for key resources. From copper and lithium to rare earths and aluminium, they break down the metals and materials essential to the future of energy—and whether supply can keep up with surging demand.

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