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Copper Supply Alarm: AI and Green Tech Boom Threatens Global Shortage
Abstract：S&P Global warns of a looming copper supply crunch driven by the AI and green energy boom, signaling potential upside for commodity-linked currencies like the AUD.
S&P Global has issued a warning that surging demand from AI, renewable energy, and EVs is creating a critical structural deficit in the copper market, acting as a leading economic indicator.
Implication for Commodity Currencies
- Australian Dollar (AUD) and Chilean Peso (CLP) are the prime beneficiaries of a sustained copper rally.
- Forex Strategy: Monitor AUD pairs for outperformance if supply constraints persist.
Inflationary Risks Return?
- Rising metal costs could drive up PPI, complicating policy for the Fed and ECB.
Disclaimer:
The views in this article only represent the author's personal views, and do not constitute investment advice on this platform. This platform does not guarantee the accuracy, completeness and timeliness of the information in the article, and will not be liable for any loss caused by the use of or reliance on the information in the article.
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