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Charging Infrastructure Expands 28% Year-on-Year, Driving Copper and Aluminium Usage
The UK EV charger buildout accelerated in Q1 2025, growing 28% year-on-year to over 76,500 public charging devices, according to new government data. This rapid expansion is placing upward pressure on electricity demand and critical metals consumption, particularly copper, aluminium, and rare earths used in cabling, charging hardware, and motors.
Fast-Charging Networks Expand but Remain Uneven
As of April, 20% of chargers were rated 50kW or higher, including a growing share of ultra-fast 150kW+ units. Slower 3–8kW chargers still dominate, making up 56% of the network. London leads in total chargers per capita, but Scotland outpaces in high-speed charger density, supported by recent grid upgrades and local infrastructure funding.
EV Growth Shifts Load Profiles and Raw Material Demand
The UK EV charger buildout is also reshaping power grid dynamics. High-speed charging increases midday energy usage, especially during solar overgeneration periods. This trend affects pricing and infrastructure needs. Meanwhile, metal demand is rising — high-capacity chargers use larger copper conductors and require more complex thermal management, reinforcing industrial metal consumption forecasts.
The Metalnomist Commentary
The UK EV charger buildout is not only electrifying transportation but also reshaping the commodity landscape. As charger speeds rise, copper and rare earth markets will become increasingly tethered to mobility infrastructure policy.
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