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Des promesses de la transition énergétique à la morosité macroéconomique : le cuivre à la croisée des chemins

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  • Yves Jégourel

Abstract

Le cuivre est assurément le métal de la transition énergétique, présent dans l’ensemble des systèmes permettant la décarbonation de notre monde, du véhicule électrique aux infrastructures énergétiques. Alors que ses réserves minières sont limitées, que sa demande devrait être démultipliée au cours des deux prochaines décennies et que les volumes provenant du recyclage interrogent encore, le métal rouge semble devoir offrir aux entreprises et aux pays producteurs des lendemains très favorables. À long terme, à tout le moins, car les cours du cuivre ont chancelé en 2022 en raison de leur forte exposition à la demande chinoise, elle-même bien incertaine. Les perspectives macroéconomiques n’étant guère favorables pour 2023, un rebond semble bien improbable mais, soumis aux quatre vents de la géopolitique et de l’économie, le monde des matières premières peut réserver bien des surprises !

Suggested Citation

  • Yves Jégourel, 2023. "Des promesses de la transition énergétique à la morosité macroéconomique : le cuivre à la croisée des chemins," Policy notes & Policy briefs 1997, Policy Center for the New South.
    • Handle: RePEc:ocp:ppaper:pb03-23
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    References listed on IDEAS

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    1. Gondia Sokhna Seck & Emmanuel Hache & Clement Bonnet & Marine Simoën & Samuel Carcanague, 2020. "Copper at the crossroads : Assessment of the interactions between low-carbon energy transition and supply limitations," Post-Print hal-03118509, HAL.
    2. Sébastien Jean & Yves Jégourel, 2022. "Les effets de la guerre en Ukraine sur les marchés mondiaux de matières premières," Revue d'économie financière, Association d'économie financière, vol. 0(3), pages 243-255.
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