Wood Mackenzie: Geopolitical supply shocks and AI power crunch collide across global base metals
· Source: manilatimes.net
In short
Wood Mackenzie's latest analysis shows geopolitical disruptions, resource nationalism and an escalating AI-driven power crunch reshaping global base metals markets, with the global data centre pipeline surpassing 250 GW. Transmission networks and dedicated generation can require three to four times more metal than the facilities they support, yet upstream project sanctioning lags despite elevated prices. The report quantifies imbalances across copper, aluminium, nickel, lithium and battery storage, and warns that future supply depends on investment approvals made today.
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Tags: metals, data centres, copper, electrification, energy storage, critical minerals