Copper Shortage Threatens Data Center and Electric Vehicle Investments
DATA AND AI INFRASTRUCTUREDEFENSE
The anticipated copper shortage is set to impact investments in data centers, clean energy, and defense over the next decade. Demand for copper is rapidly increasing despite the opening of new mines in the USA and Africa.
Post-2030, the situation may worsen as several traditional mines in South America approach production limits, leading to reduced output. Establishing a new mine requires billions of dollars in investment and takes several years to develop.

Jan 9, 2026, 11:23 AM