energy transition
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Copper Near Its Record Is Not a Bubble — It’s a Bottleneck
LME copper closed August near $14,343 a tonne, within reach of its record. In short: deeply negative treatment charges confirm a real upstream bottleneck, and…
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COP31 Puts a Number on Electrification: 35% of Final Energy From Power by 2035
COP31 lands in Antalya, Turkey, November 9-20. The host’s agenda includes a concrete target: 35% of final energy demand from electricity by 2035. The signal:…