Raw Realities: AI, Data Centers, and the Global Energy Transition

October 4, 2024 – The accelerating growth of AI, build out of hyperscale data centers, and the ongoing global energy transition are creating a large demand for various commodities: copper, silver, lithium, cobalt, rare earths, and others. Today on Financial Sense Newshour, we look at the material impacts coming from these areas and how we may now be seeing the next leg of the commodity supercycle, as we discussed last month, especially since global liquidity measures are currently spiking to multi-year and muti-decade highs.

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