#electrification-demand

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#copper-shortage #mining-production #ore-grade-decline #power-grid #transformer-shortage
Business
from24/7 Wall St.
1 day ago

Forget Energy -- Copper Is AI's Real Bottleneck. Here Are the 2 Miners to Profit Most.

Global copper supply faces a severe shortfall as electrification, renewables, AI, and grid upgrades outpace production, recycling, and declining ore grades.
Environment
fromFast Company
2 months ago

Supply-chain delays for transformers, cables, and breakers push power grid to the brink

A persistent shortage of critical grid equipment—transformers, circuit breakers, high-voltage cables, and steel poles—is delaying projects, raising costs, and threatening electricity reliability.
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