- The next phase of the digital revolution will rely heavily on copper
- Trilogy Metals is focused on advancing its flagship Arctic Project, located in one of the most significant polymetallic volcanogenic massive sulphide mineral belts in the world
- TMQ’s Arctic Project is supported through a joint venture with South32 Limited, a major global mining company
A surge in global demand for copper is underway as artificial intelligence (AI) reshapes the digital and industrial landscape. Recent studies highlight how AI-driven data centers are emerging as major copper consumers, potentially transforming global supply chains and pushing prices higher. For Trilogy Metals (NYSE American: TMQ) (TSX: TMQ), a company focused on developing its high-grade copper assets in Alaska’s Ambler Mining District, this trend underscores the long-term strategic importance of its copper projects.
Data centers are becoming one of the fastest-growing sources of copper demand, driven by the electrification of cloud infrastructure and the energy-intensive requirements of AI computing (ibn.fm/rFxWL). Fastmarkets reports that data centers, which can house far larger numbers of servers, have a much higher copper intensity than typical commercial buildings, driven by heavier power distribution and cooling requirements (ibn.fm/IY5n2). The rise of generative AI platforms and machine learning applications is intensifying the need for these advanced data centers, with copper serving as a critical enabler due to its conductivity and reliability in high-load environments.
A Mining Journal report supports this outlook, citing a recent Citi Research forecast suggesting that copper demand from AI and energy infrastructure could significantly outpace supply in the coming years (ibn.fm/BLi5R). The analysis compares the copper market’s momentum to the “icing on the . . . wedding cake” for producers such as Anglo American and Teck Resources, implying a favorable long-term setup for miners positioned with scalable, high-grade assets. Influenced by the growing energy transition, analysts project copper demand to rise sharply through the coming years – with an annual growth rate (CAGR) of 2.6% to reach 35.1 million tonnes by 2034.
These developments paint a clear picture: The next phase of the digital revolution will rely heavily on copper. While much attention has focused on semiconductors and software, the underlying hardware, specifically the electrical infrastructure powering AI, depends on reliable supplies of metals such as copper. As nations and corporations race to deploy AI computing capacity, the copper intensity per megawatt of new data center capacity will likely continue to climb, creating structural demand that benefit mining companies with established copper projects.
This macro trend directly intersects Trilogy Metals’ strategic position. The company is focused on advancing its flagship Arctic Project, which is part of the broader Ambler Mining District in Alaska, one of the richest and most-prospective known copper-dominant districts in the world (ibn.fm/UU0gF). According to the company, the Arctic deposit features high-grade copper, zinc and precious metals, positioning Trilogy as a potential key supplier to North America’s future copper needs. The project’s favorable economics and advanced feasibility status align well with the anticipated global supply constraints and growing demand from sectors such as AI, clean energy and electrification.
Trilogy Metals’ Arctic Project is supported through a joint venture with South32 Limited, a major global mining company (ibn.fm/O4It6). This partnership provides the joint venture with the technical expertise and financial strength to move the project toward production readiness once permitting and infrastructure milestones are achieved. The Ambler Access Project, a planned 211-mile industrial access road, remains a central component to unlocking the district’s potential and connecting it to Alaska’s existing transport network.
As the AI-driven copper demand story gains momentum, companies such as Trilogy Metals are strategically positioned to capitalize on this shift. The convergence of digital transformation, clean energy and industrial metals markets could mark a pivotal era for copper mining. With its high-grade resources and strong partnerships, Trilogy is well placed to contribute to and benefit from the infrastructure backbone of the AI economy.
For more information, visit www.TrilogyMetals.com.
NOTE TO INVESTORS: The latest news and updates relating to TMQ are available in the company’s newsroom at ibn.fm/TMQ
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