Global Metal Market Trends: Morocco's Position
Analysis of global supply and demand for critical minerals. Impact of EV transition, geopolitical shifts, and pricing trends on Moroccan exports.
Navigating the Commodity Supercycle
The global metal market is undergoing a structural shift driven by the green energy transition and digital revolution. Understanding these macro trends helps buyers make strategic sourcing decisions.
Key Market Drivers
The EV Revolution
Electric vehicles require 6x the mineral inputs of conventional cars. This exponential demand is creating long-term deficits in Copper, Cobalt, and Lithium.
- Impact: Prices for battery metals are decoupled from traditional industrial cycles.
Supply Chain Diversification
Geopolitical tensions are driving Western nations to diversify supply chains away from single-source dependencies.
- Morocco's Advantage: As a stable partner with Free Trade Agreements (FTAs) with both the US and EU, Morocco is a preferred "friend-shoring" destination.
Infrastructure Stimulus
Global infrastructure spending (e.g., US Infrastructure Bill, EU Green Deal) underpins steady demand for Zinc (galvanization) and Iron Ore (steel).
Strategic Sourcing
Smart procurement involves locking in long-term supply agreements. The3Rocks provides market intelligence to help our clients navigate volatility and secure consistent material flow.