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Chinese Firms Position for an Energy Transition Copper Supercycle

Gabriel Collins | Michelle Michot Foss | Steven W. Lewis

Chinese Firms Position for an Energy Transition Copper Supercycle.

By Jacob Koelsch, Michelle Michot Foss, Gabriel Collins, and Steven W. Lewis


If China’s dominance of rare earth element supplies is the global energy transition’s “elephant in the room,” then copper is the 800-pound gorilla, write the authors in a new post for the Baker Institute Blog that explores how the copper acquisition dilemma could hinder green energy ambitions and constitute the driving force behind a copper supercycle. 

This post originally appeared in the Forbes blog on April 5, 2021.