The fever for artificial intelligence is generating an unprecedented demand for base metals, which is putting a strain on the availability of essential resources such as copper, aluminum, and lithium. According to Wood Mackenzie's analysis, the expansion of AI is transforming the global competition for these strategic materials, especially in the context of exponential growth in energy demand.

The capacity of data centers has surpassed 250 GW, three times more than in 2025, which implies an ever-increasing need for energy infrastructure. The study forecasts that electricity demand will multiply by five before 2030, surpassing 1,000 TWh by 2035. In addition, the facilities required to supply data centers, such as electrical grids and substations, require up to three or four times more base metals than the data center itself.

Geopolitics and delays in obtaining permits are further complicating the situation. The complexity of the supply chain and the lack of investment in mining are slowing the increase in production, despite good prices. Wood Mackenzie highlights that, without new investments, it will be difficult to meet the growing demand for essential metals for AI.

Written automatically with AI.