Metals Acquisition Corp SPAC Presentation Deck
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6 Highly Attractive Outlook for Copper with ~1Mtpa of New Copper
Supply Required From 2024 Onwards
Mine Production Capability vs. Primary Demand (1)
Mt Cu
35
30
25
20
15
10
5
0
2000
1
I
I
Source: Wood Mackenzie
New mine supply required to
close the gap, despite higher
assumed scrap recycling
2005 2010 2015 2020
Base Case Production Capability
2025 2030 2035 2040
-Primary Demand
Electric Vehicle Uptake is Expected to Support
Copper Consumption
Mt Cu
8.0
7.0
6.0
5.0
4.0
3.0
2.0
1.0
0.0
2015
Copper Cons.
from ICE
Copper Cons. From
Charing Infrastructure
Source: Wood Mackenzie
2020
Sources: Wood Mackenzie.
(1) Production capacity represents Base Case Production Capability, being current production before adjustments from existing mines and projects.
2025 2030
Copper Cons.
from HEV
BEV + PHEV + HEV
Share of Auto Sales
% share of auto sales
100%
2035
90%
80%
70%
60%
50%
40%
30%
20%
10%
0%
2040
Copper Cons.
from BEV + PHEV
-BEV + PHEV
Share of Auto Sales
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