BHP Group Raises Concerns Over Copper Supply Amidst AI and EV Demand Surge

Monday, 16 September 2024, 04:48

AI and EV growth are pushing BHP Group to warn about imminent copper supply shortages. With increasing demand expected, the impact on tech giants like Microsoft, Google, and Amazon looms large. As companies shift towards sustainable technologies, copper's significance grows dramatically.
Benzinga
BHP Group Raises Concerns Over Copper Supply Amidst AI and EV Demand Surge

BHP Group Warns of Escalating Copper Shortages

BHP Group has sounded the alarm on looming copper shortages that could arise due to soaring demand propelled by advancements in AI and the electric vehicle (EV) market. As the tech industry invests heavily in sustainable innovations, projections suggest that demand could soar by 3.4 million tonnes by 2050.

Impact on Major Tech Companies

Companies like Microsoft, Google, Amazon, Tesla, and Nvidia are set to feel the strain. According to JPMorgan, the supply-demand dynamics could significantly affect their operations as copper becomes a critical resource for technological developments.

  • Projections anticipate major increases in EV-related technologies.
  • AI applications in various sectors demand higher copper usage.
  1. Tech investments could lead to market shifts.
  2. Long-term strategies must consider sustainable sourcing of materials.

This article was prepared using information from open sources in accordance with the principles of Ethical Policy. The editorial team is not responsible for absolute accuracy, as it relies on data from the sources referenced.


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