On September 8, China's National Development and Reform Commission and National Energy Administration jointly issued the "Implementation Opinions on Promoting High-Quality Development of 'AI+' Energy," outlining eight typical application scenarios for AI empowerment, including power grids, new business formats, renewable energy, oil and gas, thermal power, and hydropower.

Focusing on energy security and green low-carbon transformation, the document proposes advancing AI technology applications in flexible regulation resources such as virtual power plants (including load aggregators), distributed energy storage, and vehicle-to-grid interactions for electric vehicles, enhancing load-side group control optimization and dynamic response capabilities. It emphasizes strengthening AI applications in collaborative optimization scheduling of new energy storage with power systems and full lifecycle safety, promoting intelligent optimization of renewable energy hydrogen production processes.

The document also highlights AI-enabled energy production process management for energy conservation and carbon emission reduction, improving comprehensive energy efficiency and carbon reduction levels in multi-energy complementary integrated energy systems for electricity, heat, cooling, and gas supply. It promotes AI applications in zero-carbon parks, smart microgrids, and power-computing coordination to enhance integrated intelligent operation of source-grid-load-storage systems and facilitate local renewable energy consumption.

Source-grid-load-storage solutions with mining scenarios as application contexts are becoming the next frontier in renewable energy development.

**Global Mining Energy Demand: Universal Need and China's Supply Gap**

Minerals serve as the "foundation materials" of the physical world, while explosive growth in renewable energy and computing power is driving "rigid demand" for non-ferrous metals:

**Precious Metal Consumption**: The semiconductor industry consumes approximately 200-300 tons of gold annually globally, with semiconductor-related reports indicating annual gold consumption of about 380 tons, with 72% concentrated in logic and memory chip manufacturing. Due to AI chip production growth, the semiconductor industry's gold usage has increased significantly, with global semiconductor gold demand surging 170-fold in 2024. TSMC's five new gold packaging facilities each consume 80 tons of gold annually. Samsung's 3-nanometer chips require 15% more gold than previous generations. Tesla Motors' new AI chips contain three times more gold per chip than traditional semiconductors.

The photovoltaic industry consumes nearly 4,000 tons of silver annually, representing a significant portion of global new silver production. To reduce silver consumption, new technologies like BC cells are considering copper substitution.

**Copper Demand**: China's consumption jumped from 4 million tons to 12 million tons over a decade, with domestic capacity meeting only 2 million tons and 80% relying on imports. Global core copper mining belts (Congo-Zambia belt supplying 5 million tons annually, Chile-Peru belt supplying 6 million tons annually) still struggle to fill the demand gap. The Democratic Republic of Congo plans to increase copper production by 1 million tons over the next three years.

**Energy Binding**: Power grids, new energy vehicles, and core components are highly dependent on copper, making non-ferrous metals the "lifeline support" for emerging industry development.

**African Mining Challenges: High-Carbon, High-Cost Energy Deadlock**

Using Congo's copper mines as an example, energy shortages and high carbon costs are strangling mining development:

**Power Bottleneck**: Producing 3 million tons of copper annually requires 10 billion kWh of electricity, but local grids can only supply 50%, with the remaining 5 billion kWh relying on diesel generation at an annual cost exceeding $2 billion.

**Transportation Energy Consumption**: Over 3,000 diesel mining trucks in mining areas consume nearly $1 billion annually in diesel, combined with uncertainties in diesel land transportation, Congo's mining industry's total annual diesel expenditure reaches $3 billion.

**Carbon Tax Risk**: If future bulk commodities face carbon taxes, traditional mining's high-carbon costs will rise further.

**BRETON's Zero-Carbon Solution: A Mining Energy Revolution Rivaling Tesla Motors**

Addressing African mining pain points, BRETON has launched an integrated "grid-forming renewable energy storage + electric mining truck autonomous driving operations" solution, achieving dual breakthroughs in "cost reduction + zero carbon":

**Cost Advantage**: Comprehensive costs drop by over 50%, with carbon tax avoidance effects bringing actual cost savings to over 60%.

**Technology Benchmarking**: The business model rivals Tesla Motors - Tesla Motors offers "electric vehicles + solar storage + autonomous driving," while BRETON provides "electric mining trucks + grid-forming solar storage + autonomous driving." Grid-forming energy storage technology is far more challenging than residential/commercial storage (capable of independently supporting mining area grid stability), with emission reduction intensity far exceeding Tesla Motors' solutions.

**Future Upgrades**: After electrification popularization, African mines will further advance toward intelligence and autonomous driving, completely eliminating "diesel dependence."

**Huawei × BRETON: Reshaping Global Mining Energy Landscape**

On August 18, 2025, Huawei Digital Power and BRETON formally signed a strategic cooperation agreement, centering on "grid-forming solar storage technology" to jointly explore African and South American mining markets, directly addressing three major industry challenges:

1. **Power Supply Instability**: Providing independent, reliable mining area power support 2. **Rising Costs**: Locking in predictable electricity cost optimization opportunities 3. **Carbon Emission Pressure**: Creating quantifiable ESG (Environmental, Social, and Governance) value

This cooperation represents more than simple technology integration - it integrates Huawei's advanced grid-forming storage and ultra-fast charging technology with BRETON's zero-carbon mining equipment to create a "mining operating system," driving mining transformation from "energy consumer" to "clean energy producer" - representing both technological upgrading and a major strategic shift in mining development.

**Scenario-Driven: New Logic for Renewable Energy Industry Value**

The current renewable energy industry presents a "tale of two cities": - Pure manufacturing end (such as solar storage component companies) faces severe internal competition and widespread losses - Solution providers (such as Sungrow, Huawei, Deye) achieve rich profits through scenario-based capabilities

Domestic competition forces supply chain cost reductions, further lowering renewable energy electricity costs, creating popularization conditions for "energy-hungry" regions like Africa. This indicates that renewable energy's next growth point will be "scenario-driven," with industry value core shifting from manufacturing to comprehensive solution provision.

Using overseas mining scenarios as an example, current power gaps approach 180 billion kWh annually, currently addressed through expensive diesel or heavy oil generation costing over $70 billion annually. Comprehensive adoption of grid-forming solar storage technology could resolve these technical challenges while reducing costs by nearly 50%.

Grid-forming energy storage must solve technical challenges including black start, voltage ride-through, and virtual synchronization, while requiring AI technology for scheduling and response issues. Only a few companies in the market have relevant cases, such as Huawei Digital Power.

**From Technology to Finance: Comprehensive Zero-Carbon Mining Reconstruction**

BRETON extends beyond technology implementation to drive "financial upgrading" of zero-carbon mining:

**Technology Implementation**: Already partnering with international mining giants to operate pure electric mining trucks in Zambia, with Congo's solar storage power stations soon providing stable electricity. Through AI energy management systems, mining area energy efficiency improves 50% with carbon emissions reduced 70%. Self-developed "pragmatic" autonomous driving mining trucks focusing on safety, efficiency, and green core requirements will soon be released.

**Financial Empowerment**: Leveraging RWA (Real World Assets on-chain) and stablecoin technology, future mining area green energy assets can be tokenized into transparent, tradable digital assets, connecting global investment markets through global payment clearing networks, allowing global investors to share green mining benefits.

This represents a new narrative of "Energy + AI + Finance + Blockchain" convergence - an African mine can not only operate carbon-free and transport intelligently but also transform cash flows and production dividends into globally investable assets through blockchain technology.

**Global Mining Transformation: African Opportunities and BRETON's Ambitions**

Mining represents a "disaster area" for global energy consumption and carbon emissions (11% of total energy consumption, 7% of total emissions), making its green transformation crucial for global carbon neutrality. The African continent harbors enormous renewable energy opportunities:

**Guinea Case**: Exporting 120 million tons of bauxite annually, local smelting (20 million tons of electrolytic aluminum annually) would require nearly 300 billion kWh (equivalent to China's Yajiang Hydropower Station's annual generation). Additionally, Guinea's iron ore and gold mines, Algeria's phosphorous iron ore all represent high-energy, high-emission sectors urgently needing green electricity transformation.

**North African Potential**: North Africa's excellent solar conditions could require 450 billion kWh for producing 10 million tons of green hydrogen annually, with actual demand far exceeding this.

As a zero-carbon mining pioneer, BRETON has set clear objectives: planting "100 flags" in Africa over the next five years, contributing 10 billion kWh of green electricity; extending into zero-carbon hydrogen production and zero-carbon electrolytic aluminum over the next decade, contributing 100 billion kWh of green electricity. If achieved, annual revenue would exceed 100 billion RMB.