Metals
Green growth dilemma
Last update – June 2023
Sector rating
SENSITIVE RISK FOR ENTERPRISES
Fragmentation
Internationalization
Capital Intensity
Profitability
Strengths & weaknesses
- Increasing demand for metals, especially those critical to renewable-energy technologies and electric vehicles
- Despite volatility, many metals have high prices, boosting profitability for the sector
- Governments' focus on critical materials could increase support for the sector
- Firms' strong liquidity position
- High exposure to geopolitical tensions and conflicts
- Fragmented supply chain at risk of disruptions
- Mining companies are facing increasing pressure related to ESG (water use, biodiversity, social impacts etc.)
- High capital intensity
Sector overview
Subsectors
Contact
Contact Allianz Trade
Economic Research Team
Economic Research Team
Ano Kuhanathan
Allianz Trade
Allianz Trade