铜的需求到2035年将增长24%,超过供应速度,威胁能源过渡。 Copper demand to rise 24% by 2035, outpacing supply and threatening energy transition.

预计到2035年,全球铜需求量将增长24%,每年达到4 270万吨,由电动车辆、可再生能源、数据中心、印度和东南亚工业化以及国防支出驱动。 Global copper demand is projected to rise 24% by 2035, reaching 42.7 million tonnes annually, driven by electric vehicles, renewable energy, data centers, industrialization in India and Southeast Asia, and defense spending. Wood Mackenzie警告说,供应可能跟不上速度,需要大规模新的采矿和回收努力,2025年价格已经上涨20%以上。 Wood Mackenzie warns that supply may not keep pace, requiring massive new mining and recycling efforts, with prices already up over 20% in 2025. 没有紧急投资,供应缺口可能破坏全球能源过渡。 Without urgent investment, supply gaps could disrupt the global energy transition.