Copper in the Age of AI | Anglo American

Описание: 0:00 Introduction
0:19 Presentation
11:09 Fireside Chat Begins

SAFE Summit 2026 Session on Day 2, April 28, 2026.

Speakers:
Paul Gait, Group Head of Strategy, Anglo American
Moderator: Aurian de La Noue, Executive Director - Critical Minerals, S&P Global

Session overview:
Artificial intelligence is often discussed as a digital revolution, but its growth will be shaped by physical constraints: energy, infrastructure, and the materials required to build them. This session will open with a brief presentation from Aurian De La Noue of S&P Global on findings from Copper in the Age of AI, examining how AI-driven power demand, grid expansion, and industrial growth are reshaping copper markets. The discussion will then turn to Paul Gait, Group Head of Strategy at Anglo American, for a conversation on whether current supply, price signals, and investment conditions are sufficient to meet future demand. As copper sits at the intersection of AI, energy security, and industrial resilience, this conversation will consider what it will take to avoid shortages, mobilize investment, and ensure that one of the world’s most essential metals is available at the speed and scale the next era requires.

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