循环经济_AI、数据中心、国防及能源领域对关键原材料的需求，或推动循环解决方案落地 SUSTAIN_ Circular Economy_ Resilience for AI _ Data Centers, Defense, and Energy demand for Critical Raw Materials likely to drive Circular Solutions deployment
2026-02-10 03:24
5 February 2026 | 8:12PM GMT Equity Research GS SUSTAIN: CIRCULAR ECONOMY Resilience for AI / Data Centers, Defense, and Energy demand for Critical Raw Materials likely to drive Circular Solutions deployment As demand for Critical Raw Materials (CRMs) grows from strategically-important industries that include AI / Data Centers, Defense and Energy, there is greater recognition of 1) rising susceptibility of CRM supply from mounting geopolitical uncertainty, 2) further risk of commodity price inflation, 3) ge ...