A new S&P Global study indicates that the rapid expansion of artificial intelligence and increased military expenditures are driving a copper supply deficit. Producers are currently unable to scale output quickly enough to meet this evolving demand.
- S&P Global projects a systemic copper shortage
- AI data center expansion is increasing metal demand
- Surging defense spending is adding to supply pressure
- Mining production is failing to keep pace with growth
- Structural deficits are creating long-term price support
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