BHP Group Sounds Alarm on Copper Supply, AI and EV Growth Could Drive Prices Soaring: Report
BHP Group Sounds Alarm on Copper Supply, AI and EV Growth Could Drive Prices Soaring: Report
Mining company BHP Group Ltd (NYSE:BHP) has flagged an acute shortage of copper metal as global Big Techs, including Microsoft Corp (NASDAQ:MSFT), Google parent Alphabet Inc (NASDAQ:GOOG) (NASDAQ:GOOGL), Amazon.Com Inc (NASDAQ:AMZN), and more, splurge on their artificial intelligence ambitions.
採礦公司必和必拓（紐交所：BHP）已經警告稱，由於全球大型科技公司，包括微軟公司（納斯達克：MSFT），谷歌母公司Alphabet Inc（納斯達克：GOOG）（納斯達克：GOOGL），亞馬遜公司（納斯達克：AMZN）等的人工智能野心，銅金屬供應出現嚴重短缺。
The growth of data centers and AI could boost global copper demand by 3.4 million tonnes a year by 2050, the Financial Times cites BHP's CFO Vandita Pant.
數據中心和人工智能的增長可能使全球銅需求到2050年每年增加340萬噸，據《金融時報》援引必和必拓的首席財務官Vandita Pant說。
Pant told the FT that BHP Group expects global copper demand to reach 52.5 million tonnes annually by 2050, up 72% from 2021. Previously, the mining company had warned against a possible rise in copper prices as the demand outweighed supply.
Pant告訴《金融時報》，必和必拓集團預計全球銅需求到2050年將每年達到5250萬噸，比2021年增長72％。此前，這家採礦公司曾警告，需求超過供應可能導致銅價上漲。
Also Read: BHP Averts Strike At World's Largest Copper Mine, Stabilizes Chinese Copper Supply
另請閱讀：必和必拓避免了世界最大銅礦的罷工，穩定了中國的銅供應。
Copper is indispensable for industries pivotal to the zero-emission target, including power cables, electric vehicles, and solar farms. Therefore, a crisis in the metal could hamper the prospects of companies ranging from Microsoft, Google, and Amazon to EV companies like Tesla Inc (NASDAQ:TSLA) and more lest Nvidia Corp (NASDAQ:NVDA), fails to supply AI chips to the Big Techs due to the copper crisis.
銅對於實現零排放目標的關鍵行業至關重要，包括電力電纜、電動汽車和太陽能發電廠。因此，金屬短缺可能會阻礙微軟、谷歌和亞馬遜等公司，以及特斯拉等新能源車公司，甚至是英偉達等公司向科技巨頭提供人工智能芯片，這是由於銅危機所導致的。
JPMorgan analyst Patrick Jones projected a four million metric tonnes copper deficit by 2030, courtesy of EVs and renewable energy demand. The analyst also blamed China's weak demand, which accounts for over 50% of global copper demand.
摩根大通分析師Patrick Jones預計到2030年，由於電動汽車和可再生能源需求，銅將出現400萬公噸的缺口。該分析師還將全球銅需求的50％以上歸咎於中國需求疲軟。
BHP Group's copper production rose 9% in fiscal 2024 for the second successive year, reaching 1.9 million tons. The average realized copper prices increased in fiscal 2024.
在2024財年，必和必拓集團的銅產量連續第二年增長9％，達到190萬噸。2024財年銅實際價格增長。
BHP Group has snapped a 50% stake in Argentina's Filo del Sol and Josemaria copper projects, which have the potential to help accomplish a 70% increase in global copper demand by 2050.
必和必拓集團已收購了阿根廷的Filo del Sol和Josemaria銅項目50％的股權，這有望幫助實現全球銅需求增長70％。到2050年。
BHP Group expects the production to grow by another 4% in fiscal 2025, reaching 1.85 million tons–2.05 million tons.
必和必拓集團預計到2025財年產量將再增長4%，達到185萬噸-205萬噸。
BHP Group's stock has been down close to 14% in the last 12 months. Investors can gain exposure to the stock through the Avantis International Equity ETF (NYSE:AVDTHE) and Dimensional International Core Equity Market ETF (NYSE:DFAI).
在過去的12個月中，必和必拓集團的股價下跌近14%。投資者可以通過Avantis國際股票ETF（紐交所代碼：AVDTHE）和Dimensional國際核心股票市場ETF（紐交所代碼：DFAI）獲得該股票的投資機會。
Price Action: BHP stock is up 0.42% at $53.11 premarket at the last check on Monday.
價格走勢：截至上週一最後一次查看，必和必拓的股票在週一盤前上漲0.42%，報價爲53.11美元。
Also Read:
還閱讀：
- BHP To Unlock South American Copper Riches: Partners With Lundin For Filo Acquisition
- BHP將開發南美銅礦，與Lundin合作進行Filo收購。
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譯文內容由第三人軟體翻譯。