标普全球:2026人工智能时代的铜业:电气化进程中的挑战研究报告(英文版)(116页).pdf

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1、Copper in the Age of AI:Challenges of Electrification 2026 by S&P Global|0 wasHis Report by S&P Global Energy&Market Intelligence January 2026 Copper in the Age of AI:Challenges of Electrification Copper in the Age of AI:Challenges of Electrification 2026 by S&P Global|1 Study context Copper in the

2、Age of AI analyzes the global outlook for copper supply and demand through 2040,focusing on coppers essential role in meeting the growing requirements of electrification,digitalization,and technologies such as AI,data centers,electric vehicles,and defense.It represents the collaboration of groups ac

3、ross S&P Global.The analysis and metrics developed during the course of this research represent the independent analysis and views of S&P Global.The study makes no policy recommendations.The cross enterprise S&P Global teams involved in the study include:S&P Global Energy Critical Minerals and Energ

4、y Transition Consulting provides strategic analysis and advice and quantifiable,data-driven actionable insights on the metals and mining sector for decision makers in both companies and governments.Metals and Mining Research provides comprehensive and proprietary datasets,analysis and forecasts,span

5、ning the full supply chain of the upstream mining sector.A global team of analysts deliver monthly,quarterly,annual and ad hoc research that covers capital market activity,exploration trends,corporate strategies,M&A activity,production cost modeling,supply and demand fundamentals,and industrial and

6、battery metals prices.Electric Power and Renewable Research analyzes global electricity markets and policy developments to provide strategic insights and data-based forecasts for generators and distributors,policymakers and regulators,investors and lenders,and major consumers,including industrial an

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