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总结
标普全球在一份研究中警告，未来十多年全球铜供应可能在需求快速上升之际触顶并出现持续短缺，从而对全球经济构成“系统性风险”。报告称，AI相关基础设施、电网改造与电动汽车等电气化将推高用铜量，预计到2040年铜需求或增加约50%。但新矿山从勘探到投产周期长、审批与资本开支不足，供给增速难以匹配，可能推升铜价、加剧成本压力，并拖累能源转型与科技投资计划。
正文
Big copper shortage to pose 'systemic risk' to global economies, warns S&P Financial Times Copper in the Age of AI: Challenges of Electrification S&P Global AI to boost copper demand 50% by 2040, but more mines needed to ensure supply, S&P says Reuters Copper supplies set to peak just as tech needs more theregister.com The World's Copper Squeeze Is Set to Intensify on AI and Defense Spending, S&P Says Yahoo Finance
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