Electricity Demand Outpaces Total Energy Growth in 2025, Reshaping Metal Demand Fundamentals

Post Views: 1 Iea The International Energy Agency’s latest Global Energy Review confirms what commodity markets have been pricing in for several years: electricity is pulling decisively ahead of total energy consumption, and the structural implications for copper, aluminium, silver, and battery-critical metals are becoming impossible to ignore. The 2025 data marks a pivotal inflection point — not just for energy policy, but for every supply chain that feeds the grid. The Electricity Divergence: Why the 3% Figure Matters to Metal Markets Global electricity demand grew by approximately 3% ...