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| China Non Ferrous Metal |
Policy Shift Drives Green and High-Tech Metal Demand
China’s 15th Five-Year Plan prioritizes green technology, high-quality development, and EV expansion. As a result, copper and aluminium demand will rise significantly. Meanwhile, strategic recycling and domestic exploration aim to reduce import dependence and enhance supply security.
Copper, Aluminium, and Nickel in Energy Transition
Copper underpins electrification, renewable energy, and AI infrastructure. Aluminium growth relies on EV lightweighting and renewable installations. In contrast, nickel faces constraints due to lithium iron phosphate battery adoption and stainless steel slowdown, tempering its market expansion despite EV demand.
Tin, Lead, Zinc: Traditional Metals with Green Roles
Tin benefits from electronics and solar applications, while lead and zinc remain tied to infrastructure and energy storage. As China modernizes transport networks and power grids, demand for these metals will stay stable, supporting durable and efficient systems.
ScrapInsight Commentary
China’s 15th Five-Year Plan signals a structural shift toward high-tech and green metals, boosting copper, aluminium, and tin demand. Nickel growth faces technological constraints, while lead and zinc remain stable. Recycling and domestic exploration will be key in securing supply amid global market pressures.
