S&P Global – Copper in the Age of AI: Challenges of Electrification, Jan 2026

Summary

This report provides a global outlook for copper supply and demand through 2040, emphasizing copper’s critical role in electrification, digitalization, and emerging technologies such as AI.

It highlights the challenges related to copper supply and demand amid growing electrification and AI-driven technology needs, offering independent analysis and data-driven insights without policy recommendations.

Region: Global

Published: January 2026

Author(s): S&P Global

Language: English

Tech drivers: AI Blockchain Quantum Computing

Social drivers: Pandemics Sustainability and ethics

Geopolitical drivers: Economic conditions Political instability and conflicts Regulatory changes Supply chains disruption Workforce availability

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