S&P Global's latest report warns that global copper shortages are intensifying, with demand expected to grow 50% by 2040, reaching 42 million tons, which will threaten the rapid construction of AI data centers. The United States has listed copper as a critical mineral due to tight supply caused by demand from data centers, electric vehicles, and defense systems, with potential annual shortfalls of 10 million tons over the next 15 years. Over the past year, copper prices have surged more than 40%, reaching all-time highs, with analysts predicting further price increases ahead.