AI Boom and Geopolitical Tensions Threaten Global Metals Supply, Wood Mackenzie Warns Geopolitical disruptions and surging electricity demand from artificial intelligence are putting global metals supplies under growing pressure as mining investment struggles to keep pace, energy consultancy Wood Mackenzie said in a report published in October. The consultancy is tracking more than 250 GW of data center projects worldwide, more than triple the pipeline a year earlier, and it forecasts that AI-related electricity consumption will increase fivefold between 2025 and 2030 and exceed 1,000 TWh by 2035 [1][2][3]. According to the report, the transmission lines, substations and dedicated power…