Industry Newscopperdata centrescritical mineralsenergy transition
AI Data Centres Drive Copper Shortage Risk
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8.2
India's Economic Survey warned on Thursday that surging power demand from AI data centres and trade restrictions risk a global copper shortage. The report cites mine outages in Indonesia, Congo and Chile, volatility in copper prices, and estimates like 2,866 tonnes of copper per 1 GW wind turbine to illustrate acute material and investment needs. This raises medium- to long-term supply deficit concerns.
Scoring Rationale
Official Economic Survey presents industry-wide, actionable supply-risk warning, though it summarizes risks instead of presenting new empirical research.
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