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Will copper prices soar in the long term? BHP Group Ltd: The AI wave will intensify the copper shortage.
①Although the global copper market is currently in a phase of weak demand, mining giant BHP Group Ltd. warns that future copper demand will largely skyrocket due to the artificial intelligence wave; ②BHP Group Ltd. warns that copper is a key metal in the transition to clean energy, and the development of artificial intelligence will exacerbate the copper shortage issue.
Will there be an oversupply of HBM next year? Institutions warn that half of the capacity cannot be sold.
①The securities department Exane BNP Paribas under the French bank Paris Bank significantly downgraded Micron's rating, directly 'cut in half' the target price. ②It pointed out that by 2025, the HBM capacity will be about 0.4 million pieces, while the demand for the same period will be 0.168 million pieces, even less than half of the supply. ③As one of the main customers of HBM, nvidia's GPU demand will also have a certain impact on the HBM demand.
South America's Copper Supply Remains Weak – Commerzbank
RBC Capital Maintains Hudbay Minerals(HBM.US) With Buy Rating, Cuts Target Price to $11.76
Hudbay Minerals Inc. Is Maintained at Outperform by RBC Capital
Hudbay Minerals Inc. Price Target Cut to C$16.00/Share From C$18.00 by RBC Capital
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