AI, clean energy push may trigger new commodity supercycle

AI Infrastructure Has a Physical Weak Spot Nobody Talks About Enough - Copper Supply Shocks

Semiconductor industry boom: sustainable supercycle or looming superbubble?

This article examines whether the current boom in the semiconductor industry represents a genuine long-term growth cycle ("supercycle") driv

Global Copper Supply Crisis: Record Prices and Looming 10 Million Ton Shortfall by 2035

The article discusses the global copper supply crisis, highlighting that copper prices have reached record highs due to supply constraints.

The AI Boom's Unchecked Expansion: Risks in Supply Chains, Energy, and Capital Markets

The article examines the AI industry's unprecedented boom, arguing that it has entered a dangerous and uncharted phase driven by speculation

The AI Boom's Unchecked Expansion: Risks in Supply Chains, Energy, and Capital Markets

The article examines the AI industry's unprecedented boom, arguing that it has entered a dangerous and uncharted phase driven by speculation

AI data center boom could increase reliance on fossil fuels, analysis warns

The article discusses how the rapid growth of AI data centers is driving a surge in electricity demand. According to an analysis by the Unio

Uncoordinated stockpiling of critical minerals risks raising clean energy transition costs

Countries are increasingly stockpiling critical minerals (cobalt, lithium, graphite, rare earths) needed for clean energy technologies like