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Artificial Intelligence and the next critical mineral supercycle

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The explosion of Artificial Intelligence (AI) is expected to spark a 10-year critical mineral supercycle as the massive energy needs of new AI data centers will increase pressure on global supply chains already under strain to meet global net-zero targets.

The Oregon Group predicts this growth in demand will be driven by a potent combination of technology companies, consumer and business demand, and government support, all racing to maintain a global cutting edge. 

The Oregon Group has decades worth of experience and connections with explorers, developers, and producers in the critical minerals sector. 

Our report, entitled “Artificial Intelligence and the next critical mineral supercycle”, examines how years of underinvestment in new mines, concentrated supply and processing in high-risk regions, as well as rising demand for minerals to meet net-zero targets, means supply will struggle to keep pace with the potential AI demand that is only now starting to be appreciated.

The large tech companies are betting hundreds of billions on new data centers — Amazon plans to spend US$150 billion over the next 15 years on data centers — as they are already facing challenges to their ambitions of AI growth.

McKinsey forecasts generative AI has the potential to generate value equivalent to $2.6 trillion to $4.4 trillion in global corporate profits annually. 

The combined incentives of significant corporate profits, technological advancements, environmental restrictions and consumer pressure, will overcome many of the obstacles to investment across the sector, even those hindering net-zero targets. Included in The Oregon Group report:

    • AI and critical minerals explained
    • The big trends
    • Nuclear energy and uranium, renewables and critical minerals, electricity and the grid, and tin
    • Projections by The Oregon Group 

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    The Oregon Group

    The Oregon Group is an investment research team founded by independent capital markets experts, Anthony Milewski and Justin Cochrane.

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