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.
采矿公司必和必拓（纽交所：BHP）已经警告称，由于全球大型科技公司，包括微软公司（纳斯达克：MSFT），谷歌母公司Alphabet Inc（纳斯达克：GOOG）（纳斯达克：GOOGL），亚马逊公司（纳斯达克：AMZN）等的人工智能野心，铜金属供应出现严重短缺。
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.
数据中心和人工智能的增长可能使全球铜需求到2050年每年增加340万吨，据《金融时报》援引必和必拓的首席财务官Vandita Pant说。
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告诉《金融时报》，必和必拓集团预计全球铜需求到2050年将每年达到5250万吨，比2021年增长72％。此前，这家采矿公司曾警告，需求超过供应可能导致铜价上涨。
Also Read: BHP Averts Strike At World's Largest Copper Mine, Stabilizes Chinese Copper Supply
另请阅读：必和必拓避免了世界最大铜矿的罢工，稳定了中国的铜供应。
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.
铜对于实现零排放目标的关键行业至关重要，包括电力电缆、电动汽车和太阳能发电厂。因此，金属短缺可能会阻碍微软、谷歌和亚马逊等公司，以及特斯拉等新能源车公司，甚至是英伟达等公司向科技巨头提供人工智能芯片，这是由于铜危机所导致的。
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.
摩根大通分析师Patrick Jones预计到2030年，由于电动汽车和可再生能源需求，铜将出现400万公吨的缺口。该分析师还将全球铜需求的50％以上归咎于中国需求疲软。
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财年，必和必拓集团的铜产量连续第二年增长9％，达到190万吨。2024财年铜实际价格增长。
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.
必和必拓集团已收购了阿根廷的Filo del Sol和Josemaria铜项目50％的股权，这有望帮助实现全球铜需求增长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.
必和必拓集团预计到2025财年产量将再增长4%，达到185万吨-205万吨。
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).
在过去的12个月中，必和必拓集团的股价下跌近14%。投资者可以通过Avantis国际股票ETF（纽交所代码：AVDTHE）和Dimensional国际核心股票市场ETF（纽交所代码：DFAI）获得该股票的投资机会。
Price Action: BHP stock is up 0.42% at $53.11 premarket at the last check on Monday.
价格走势：截至上周一最后一次查看，必和必拓的股票在周一盘前上涨0.42%，报价为53.11美元。
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还阅读：
- BHP To Unlock South American Copper Riches: Partners With Lundin For Filo Acquisition
- BHP将开发南美铜矿，与Lundin合作进行Filo收购。
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