Copper in the Age of AI: Challenges of Electrification
New S&P Global research reveals how AI, energy transition, and electrification are driving unprecedented copper demand—creating strategic supply risks and investment opportunities.
As a designated critical mineral, copper sits at the center of global energy transition, digital infrastructure, and national security. But accelerating demand is outpacing supply—creating a widening gap that will reshape markets, industries, and policy decisions in the decades ahead.
What You’ll Learn:
- Why copper demand is expected to rise 50% by 2040
- How AI and data centers are creating a new, fast-growing demand vector
- The risk of a projected 10 million metric ton supply shortfall
- How copper supply chain concentration creates geopolitical and trade vulnerabilities
- The policy, investment, and innovation pathways needed to secure critical mineral supply
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