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Global Copper Shortage Expected to Intensify Due to AI and Defense Demands
Importance: 85/1001 Sources
Why It Matters
This development poses significant challenges for industries dependent on copper, necessitating strategic consideration of supply resilience and cost management in the face of escalating global demand.
Key Intelligence
- ■S&P Global forecasts a worsening global copper supply shortage.
- ■Increased demand from Artificial Intelligence (AI) technologies and rising defense spending are identified as key drivers.
- ■This intensified squeeze portends potential supply chain disruptions and price volatility for a vital industrial commodity.