由于AI和清洁能源需求猛增,全球铜的短缺迫在眉睫,威胁到供应链和能源安全。 A global copper shortage looms due to soaring demand from AI and clean energy, threatening supply chains and energy security.

《2026年经济概览》警告说,由于AI数据中心和清洁能源项目的需求激增,全球铜的短缺迫在眉睫,风力涡轮机需要大量的铜和低等级矿石产量,迫使大量材料加工。 The 2026 Economic Survey warns of an impending global copper shortage driven by surging demand from AI data centers and clean energy projects, with wind turbines requiring vast amounts of copper and low-grade ore yields forcing massive material processing. 印度尼西亚、刚果和智利的供应中断以及贸易限制正在加剧价格波动。 Supply disruptions in Indonesia, Congo, and Chile, along with trade restrictions, are increasing price volatility. 铜、锂和稀土元素等关键矿物现已成为影响能源安全和工业竞争力的战略瓶颈,促使发达经济体推行可能改变全球供应链的可持续标准。 Critical minerals like copper, lithium, and rare earth elements are now strategic bottlenecks affecting energy security and industrial competitiveness, prompting advanced economies to push sustainability standards that may reshape global supply chains.