AI boom lifts mining while competing for power

Mining

08/03

Alberta’s data-centre rush is spilling onto mine development, with E3 Lithium (TSXV: ETL; US-OTC: EEMMF) saying opposition to nearby proposals is tarnishing the goodwill it built for its Clearwater ...

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US-OTC: EEMMF) saying opposition to nearby proposals is tarnishing the goodwill it built for its Clearwater ...</p>\n\n<a href=\"https://www.mining.com/ai-boom-lifts-mining-while-competing-for-power/\">网页链接</a>\n\n</div>\n","source":"mining_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AI boom lifts mining while competing for power</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAI boom lifts mining while competing for power\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Mining</strong><span class=\"h-time small\">2026-08-03 13:29</span>\n</p>\n</h4>\n</header>\n<article>\n<div>\n<p>Alberta’s data-centre rush is spilling onto mine development, with E3 Lithium (TSXV: ETL; US-OTC: EEMMF) saying opposition to nearby proposals is tarnishing the goodwill it built for its Clearwater ...</p>\n\n<a href=\"https://www.mining.com/ai-boom-lifts-mining-while-competing-for-power/\">网页链接</a>\n\n</div>\n\n<div class=\"bt-text\">\n\n\n<p> 來源：<a href=\"https://www.mining.com/ai-boom-lifts-mining-while-competing-for-power/\">Mining</a></p>\n<p>為提升您的閱讀體驗，我們對本頁面進行了排版優化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"QTOC","symbol_name":"Innovator Growth Accelerated Plus ETF - October","start_time":0,"source_url":"https://www.mining.com/ai-boom-lifts-mining-while-competing-for-power/","article_id":"2656830219","we_media_id":null,"thumbnails":["https://www.mining.com/wp-content/uploads/2026/08/E3-scaled-1.jpg"],"rights":{"source":"mining_highlight","url":"https://www.mining.com/ai-boom-lifts-mining-while-competing-for-power/","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2656830219","pubTimestamp":1785734940,"columns":[],"sourceInfo":{"source_id":"mining_highlight","name":"MINING.COM"},"weMediaInfo":null,"summary":"Artificial intelligence is becoming both customer and rival for mining.","collect":0,"end_time":0,"defaultTopTitle":"mining.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"QTOC":"Innovator Growth Accelerated Plus ETF - October","LU2764263203.CNY":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (CNYHDG) ACC","BK4535":"淡马锡持仓","LU2506952097.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"CRH\" (USDHDG) ACC","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","LU0086394185.USD":"SCHRODER ISF LATIN AMERICAN \"A\" (USD) INC AV","IAI":"iShares Dow Jones U.S. Broker De","LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H","CHAT":"ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF","PBA":"Pembina Pipeline Corp","LU1496350502.SGD":"FRANKLIN DIVERSIFIED DYNAMIC \"A\" (SGDHDG) ACC","LU0950375773.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"C\" (USD) INC A","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","BK4588":"碎股","LU1989773731.SGD":"CPR Invest - Education A2 Acc SGD-H","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","SPGI":"标普全球","VALE":"淡水河谷","LU2506952170.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"CRH\" (USDHDG) INC","LU0572108347.SGD":"Blackrock Latin American A2 SGD-H","IE00BMG7P587.USD":"LEGG MASON CLEARBRIDGE GLOBAL INFRASTRUCTURE INCOM \"A\" (USD) INC","LU1989763005.USD":"东方汇理教育基金A2 Acc","IE00BMG7P926.USD":"Legg Mason ClearBridge - Global Infrastructure Income A Acc USD","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","VTHR":"Vanguard Russell 3000 ETF","XME":"金属与采矿指数ETF-SPDR","LU0342679015.USD":"ALLIANZ GLOBAL EQUITY UNCONSTRAINED \"AT\" (USD) ACC","LU0154236417.USD":"BGF US FLEXIBLE EQUITY \"A2\" ACC","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU0788109121.HKD":"BGF WORLD MINING \"A2\" (HKDHGD) ACC","SLX":"VanEck Steel ETF","VALG":"Leverage Shares 2X Long VALE Daily ETF","AIPO":"Defiance AI and Power Infrastructure ETF","BK4144":"石油与天然气的储存和运输","LU1430597077.USD":"BGF NATURAL RESOURCES \"A\" (USD) INC","GUNR":"全球上游自然资源ETF-FlexShares","LU0075056555.USD":"贝莱德世界矿业基金A2","LU2265009873.SGD":"Eastspring Investments - Global Growth Equity AS SGD-H","LU0345774391.USD":"NINETY ONE GSF AMERICAN FRANCHISE \"A\" (USD) ACC","FDIQ":"Invesco Bloomberg Financial Data Providers ETF","IE00B1B80R65.USD":"柏瑞拉丁美洲股票A","AGIX":"通用人工智能 ETF-AGIX","LU1023059493.AUD":"Blackrock World Mining A2 AUD-H","LU2720916845.USD":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (USD) ACC","LU0868494617.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) ACC","LU0265267285.USD":"BNP PARIBAS BRAZIL EQUITY \"C\" (USD) INC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0823417737.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"C\" (USD) INC","LU0612318971.USD":"BGF NATURAL RESOURCES \"A5G\" (USD) INC","ARTY":"ISHARES FUTURE AI & TECH ETF"},"translate_title":"人工智能繁荣在争夺权力的同时推动采矿业","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"GUNR":1.5,"XME":0.71,"CHAT":1.5,"AGIX":1.5,"IAI":0.6,"PBA":1,"SLX":0.6,"ARTY":1.5,"VALG":0.6,"VTHR":1.5,"SPGI":1,"AIPO":1.5,"QTOC":1.5,"VALE":1,"FDIQ":0.6},"content_text":"Alberta’s data-centre rush is spilling onto mine development, with E3 Lithium (TSXV: ETL; US-OTC: EEMMF) saying opposition to nearby proposals is tarnishing the goodwill it built for its Clearwater lithium project. \nFacebook owner Meta Platforms (Nasdaq: META) broke ground in July on a 1-gigawatt AI centre worth more than $13 billion ($9.5 billion) in Sturgeon County, about 35 km northeast of Edmonton. Roughly 200 km south, E3 is advancing one of Canada’s largest battery metal projects, Clearwater near Olds, where separate data-centre plans have stirred concerns over noise, water and industrial growth. \n「We have a very strong reputation that’s being tarnished a little bit by the data centres who have come in and not done that proper engagement,」 E3 CEO Chris Doornbos told The Northern Miner. 「They have just come in and stated what they’re going to do without really listening.」 \nArtificial intelligence is becoming both customer and rival for mining. Data centres lift demand for copper, lithium, aluminum, uranium and rare earths, but they also draw on the same electricity, workers, equipment and public support for large projects that miners need to supply those materials. Alberta and British Columbia are already changing power rules before fast-moving, hyper-scaling technology companies crowd slower mine projects out of scarce infrastructure. \nMetals Pull \nAI’s demand prize for mining is substantial. With the International Energy Agency expecting global data-centre electricity use to roughly double to about 950 terawatt-hours by 2030, or close to 3% of world demand, that buildout requires oodles of copper and aluminum.  \nData halls, substations, generating plants and transmission lines all need the metals. Backup systems add battery metals, while chips depend on silicon, gallium and other specialty materials. \nS&P Global (NYSE: SPGI) forecasts copper demand will rise by half to 42 million tonnes in 2040 from 28 million tonnes in 2025. Without large investments in mines, processing and recycling, supply could fall 10 million tonnes short, the research firm told The Northern Miner by email. \nVale Base Metals, the copper and nickel arm of Brazil-based Vale (NYSE: VALE), likewise sees AI as driver for copper demand and nickel to a lesser extent mainly through batteries that provide backup power. \n「The rapid growth of AI, cloud computing and hyperscale data centres has added a new structural source of copper demand on top of electrification, renewable energy, grid expansion, defence, robotics and electric vehicles,」 Vale Base Metals Chief Technical Officer Chris McCleave said in responses to emailed questions.  \nDoornbos said some data-centre developers are considering extending battery backup from four hours to eight, which would double the battery capacity needed at those sites. Western battery plants built for stronger electric-vehicle forecasts are already pursuing stationary-storage customers, he said. \nPower queue \nThe Alberta Electric System Operator imposed an interim 1,200-megawatt (MW) limit on large new connections through 2028. The grid operator is now drafting longer-term rules for data centres and other big users, including a system that would favour projects paired with new power generation. \nGeneration presents the largest bottleneck to serving data centres and traditional industries at the same time, the operator told The Northern Miner by email. It assesses all large users by the power requested and whether the grid can serve them reliably, though it recognizes data centres carry a different risk than established industrial loads. \n「Any significant increase in firm load requests, AI or otherwise, impacts the availability of firm power for future requests until new supply is added to the system,」 the operator said. \nB.C. has made the trade-off explicit. AI and data-centre proposals must compete for as much as 400 MW over two years, while mining, forestry, manufacturing and liquefied natural gas projects remain outside the cap.  \nBC Hydro judges technology projects by their economic, community, First Nations and environmental benefits, the price users are willing to pay for power and their ability to cut demand when the grid is tight. The utility told The Miner the system is meant to protect capacity for mines and other established industries. It knows of no mining project delayed by a data-centre application. \nTech giant \nMeta has assembled dedicated and grid-linked supply for its Alberta project. Capital Power (TSX: CPX) agreed to provide 250 MW for more than 10 years starting in the second half of 2028. Pembina Pipeline (TSX: PPL; NYSE: PBA) and Kineticor are building a 932-MW gas plant dedicated to data-centre customers, reducing the project’s call on the public grid.  \nClearwater shows the importance of power even when a data centre has not displaced a mine project. Electric pumps would drive E3’s planned operation and electricity would account for about a third of operating costs, Doornbos said. \nE3 completed its power engineering early in anticipation of equipment and connection work taking between three to five years. Suppliers now indicate the company could secure what it needs within a couple of years. Power remains an execution risk, but Doornbos said data-centre growth has not yet materially constrained the project. \nThe developer is expanding its demonstration plant and completing a feasibility study with as much as $36.5 million in federal support. It aims to have Clearwater ready for construction by mid-next year. \nCompeting projects \nRivalry for the same resources is to intensify as more industries switch to electricity, Vale’s McCleave said. \n「As the electrification trend accelerates, the level of competition is increasing. This could spur higher costs, slow production and delay projects,」 McCleave said. 「Electricity has become a strategic resource, just like the critical minerals we mine.」  \nThe conflict may strike metal processing before many mines. U.S. aluminum smelters already struggle with high power costs, while large data-centre operators can pay substantially more for firm supply, S&P Global said. \nHigh electricity costs helped drive the decline of U.S. smelting from the 1980s and attempts to rebuild the sector may falter if data centres keep bidding up power, S&P said. Higher grid rates could also weaken mine economics, while competition for electricians, engineers and other skilled workers could raise construction and maintenance costs. \nSocial credit \nAround E3’s Clearwater, community support has become the more immediate conflict. Doornbos said some data-centre proponents entered the Olds area without first listening to residents or adapting their plans. He declined to name them. \nE3 spent about a year and a half meeting landowners, community groups and local governments before filing permit applications. That work may not shield it when residents view data centres, mines and other large projects as one wave of industrial development. \n「Anytime somebody does something like this, it paints a bad brush over all developments,」 Doornbos said. 「People look at industry and don’t necessarily tell the difference between you or somebody else.」 \nBuild bubble \nData centres can bring a rush of construction work but employ relatively few people once operating, Kaiser Research Online founder John Kaiser said in an interview. Noise, power demand, water fears and concern over AI-driven job losses can harden local opposition. \n「There is a growing anxiety, which is easy to translate into opposition to a local data centre being built,」 Kaiser said. 「Once these things are built, they also run on minimal human workers.」  \nKaiser warned cheaper open-source models may leave some costly data centres as 「white elephants.」 \nAt least 20 U.S. data-centre projects worth US$42 billion and requiring 3.5 gigawatts were cancelled in the first quarter after local pushback, The Economist reported in June. The disputes centred on power, transmission lines, noise, water and the limited number of lasting jobs. \nRespectful \nThe conflict will not reach every mining district. Data centres tend to cluster near cities, power lines and gas pipelines, while many explorers work in remote mountain and desert regions, Kaiser said. Slow permits and shortages of rigs, crews and equipment remain more immediate threats for many juniors. \nAlberta may have enough gas, land and engineering skill to host both industries. Whether it can add power and preserve public trust fast enough will decide whether AI helps build the mines it needs or makes them harder to develop. \n「We all have to approach stakeholder engagement respectfully,」 Doornbos said. 「If somebody doesn’t, it impacts everybody.」 \n\nWith files from Colin McClelland.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"}}}