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Robert Friedland on the masive copper shortage to meet future grid, clean energy and AI demand: “We’re consuming 30m tonnes of copper a year. Only 4m tonnes of which is recycled. That means to maintain 3% GDP growth — with no [further] electrification — we have to mine the... show more

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Robert Friedland: "In order to maintain our economic growth at 3%, we have to mine as much copper in the next 18 years as we have mined in the past 10,000 years." If we want to do electrification, data centers, solar panels and all of the other new stuff, we need even more copper. "you people have no idea what we are facing"

Robert Friedland: "In order to maintain our economic growth at 3%, we have to mine as much copper in the next 18 years as we have mined in the past 10,000 years." If we want to do electrification, data centers, solar panels and all of the other new stuff, we need even more copper. "you people have no idea what we are facing"

Wall Street Mav

148,361 Aufrufe • vor 3 Monaten

The world consumes ~30M tons of copper a year but recycles only ~4M which means GDP growth at ~3% with no electrification requires mining as much copper in the next 18 years as in the last 10,000 That doesn’t account for data centers or grid expansion so supply gap is massive

The world consumes ~30M tons of copper a year but recycles only ~4M which means GDP growth at ~3% with no electrification requires mining as much copper in the next 18 years as in the last 10,000 That doesn’t account for data centers or grid expansion so supply gap is massive

Shay Boloor

288,866 Aufrufe • vor 7 Monaten

“We need to mine as much #copper in the next 20-25 years as we've mined in last 10,000 years.” - Robert Friedland

“We need to mine as much #copper in the next 20-25 years as we've mined in last 10,000 years.” - Robert Friedland

roatan2

106,318 Aufrufe • vor 2 Jahren

Robert Friedland: If you think we have enough copper you’re dreaming - In human history, we have mined ~700 Mt of copper - In the next 18 yrs, we need to mine the same amount as in the last 10k yrs - And that’s without factoring in renewables, data centers or wars We have all these fancy ideas: renewables, data centers, and EVs… just electrify everything and assume copper will be available. The reality? We haven’t invested in copper for >10 years, meanwhile it is getting harder and harder to find and mine copper. - Since 1900, energy required to produce copper is up 16x - Water consumption is up 2x - Mines are deeper and smaller - Grades are declining We now need more resources to produce the same amount of copper. - 6 Tier-1 copper mines must come online every year for the next 24 yrs - The last major copper mine came online in 2021 - Major copper discoveries are down ~80% over the past 2 decades That’s a long way of saying copper prices must rise to incentivize new production.

Robert Friedland: If you think we have enough copper you’re dreaming - In human history, we have mined ~700 Mt of copper - In the next 18 yrs, we need to mine the same amount as in the last 10k yrs - And that’s without factoring in renewables, data centers or wars We have all these fancy ideas: renewables, data centers, and EVs… just electrify everything and assume copper will be available. The reality? We haven’t invested in copper for >10 years, meanwhile it is getting harder and harder to find and mine copper. - Since 1900, energy required to produce copper is up 16x - Water consumption is up 2x - Mines are deeper and smaller - Grades are declining We now need more resources to produce the same amount of copper. - 6 Tier-1 copper mines must come online every year for the next 24 yrs - The last major copper mine came online in 2021 - Major copper discoveries are down ~80% over the past 2 decades That’s a long way of saying copper prices must rise to incentivize new production.

Lukas Ekwueme

104,697 Aufrufe • vor 3 Monaten

The king of Copper Robert Friedland: "We've mined 700 million tonnes since 4000 BC and at the current rate we need to mine 700 million tonnes in the next 18 years alone.... The demand for Copper is insane and the miners are going to hold up the whole world trying to find it."

The king of Copper Robert Friedland: "We've mined 700 million tonnes since 4000 BC and at the current rate we need to mine 700 million tonnes in the next 18 years alone.... The demand for Copper is insane and the miners are going to hold up the whole world trying to find it."

TheGladiator

79,038 Aufrufe • vor 6 Monaten

A normal Honda Accord needs about 40 pounds of copper. The same battery electric Accord needs 200 pounds. Onshore wind turbines require about 10 tons of copper, and offshore approx. 20 tons. The world will need to mine 115% more copper than has been mined in all human history just to meet “business as usual.” This would meet our current copper needs and support the developing world without considering the green energy transition. Six new large mines need to come online every year by 2050 to meet global copper demand, but the problem is it takes about 20 years between discovering a new copper mineral deposit and getting a permit to build a mine. None of this takes into consideration the upgrades to the electrical infrastructure needed to "electrify: the world by 2050. In short electrifying the world by 2050 is a politicians pipe dream that will never happen. Source:

A normal Honda Accord needs about 40 pounds of copper. The same battery electric Accord needs 200 pounds. Onshore wind turbines require about 10 tons of copper, and offshore approx. 20 tons. The world will need to mine 115% more copper than has been mined in all human history just to meet “business as usual.” This would meet our current copper needs and support the developing world without considering the green energy transition. Six new large mines need to come online every year by 2050 to meet global copper demand, but the problem is it takes about 20 years between discovering a new copper mineral deposit and getting a permit to build a mine. None of this takes into consideration the upgrades to the electrical infrastructure needed to "electrify: the world by 2050. In short electrifying the world by 2050 is a politicians pipe dream that will never happen. Source:

John Lee Pettimore

2,193,671 Aufrufe • vor 2 Jahren

Rick Rule: There is nothing we can do to prevent copper prices to rise over the next five years. - The industry needs to invest ~$250B just to maintain current production. - Current production is already failing to meet demand. - The industry is investing only ~$150B. In other words, the copper industry isn't even investing enough to maintain today's supply... while demand continues to grow 2–3% annually. It's projected that by 2040: - the world needs an additional 14Mt of annual copper supply - ~50% more than today’s output - projected deficits alone approach ~10Mt To put that into perspective: - Humanity has mined ~700 Mt of copper in total history - Over the next 14 years, we must mine ~525Mt more - That's equivalent of adding 10 of the world biggest copper mine Higher copper prices are a mathematical certainty If you enjoyed this post, follow me for more.

Rick Rule: There is nothing we can do to prevent copper prices to rise over the next five years. - The industry needs to invest ~$250B just to maintain current production. - Current production is already failing to meet demand. - The industry is investing only ~$150B. In other words, the copper industry isn't even investing enough to maintain today's supply... while demand continues to grow 2–3% annually. It's projected that by 2040: - the world needs an additional 14Mt of annual copper supply - ~50% more than today’s output - projected deficits alone approach ~10Mt To put that into perspective: - Humanity has mined ~700 Mt of copper in total history - Over the next 14 years, we must mine ~525Mt more - That's equivalent of adding 10 of the world biggest copper mine Higher copper prices are a mathematical certainty If you enjoyed this post, follow me for more.

Lukas Ekwueme

44,004 Aufrufe • vor 1 Monat

Mining investing billionaire, Frank Giustra: "That is going to take us putting 6 large tier 1 copper deposits into production every year until 2050, to just maintain the baseline demand at 3% gdp growth. That's without the data centres... " We haven't even put 6 large tier 1 copper deposits into production in the last 5 years, let alone every year for the next 24 years.

Mining investing billionaire, Frank Giustra: "That is going to take us putting 6 large tier 1 copper deposits into production every year until 2050, to just maintain the baseline demand at 3% gdp growth. That's without the data centres... " We haven't even put 6 large tier 1 copper deposits into production in the last 5 years, let alone every year for the next 24 years.

TheGladiator

30,698 Aufrufe • vor 6 Monaten

On December 15, 2023, LME copper settled at $8,471 per tonne ($3.85 per pound). Today, May 25, 2026, the LME price is $13,660 per tonne, with U.S. copper trading (at a premium) at around $6.46 per pound. That’s a rise of over 60% in just two and a half years. The $15,000 per tonne threshold, needed to incentivise meaningful new supply, which I highlighted back in 2023, is now less than 10% away. Yet global copper supply is weaker today and costs are higher. Meanwhile, the demand for copper from the world’s two largest economies is unprecedented. In the US, potential Section 232 tariffs have put imported copper in the crosshairs, while in Asia we’re entering peak Chinese demand season. There are no semiconductors, no data centers, no electrification without copper… which is why the price of the world’s essential electrical conductor now trades in tandem with Nvidia and the AI boom. Add to the mix EVs, robotics, and defense demand, and copper’s future price direction is clear. In another two and a half years, $20,000 per tonne or $9+ per pound is realistic. Watch the LME warehouses closely and see where the metal actually moves… the world is finally waking up to the true value of copper.

On December 15, 2023, LME copper settled at $8,471 per tonne ($3.85 per pound). Today, May 25, 2026, the LME price is $13,660 per tonne, with U.S. copper trading (at a premium) at around $6.46 per pound. That’s a rise of over 60% in just two and a half years. The $15,000 per tonne threshold, needed to incentivise meaningful new supply, which I highlighted back in 2023, is now less than 10% away. Yet global copper supply is weaker today and costs are higher. Meanwhile, the demand for copper from the world’s two largest economies is unprecedented. In the US, potential Section 232 tariffs have put imported copper in the crosshairs, while in Asia we’re entering peak Chinese demand season. There are no semiconductors, no data centers, no electrification without copper… which is why the price of the world’s essential electrical conductor now trades in tandem with Nvidia and the AI boom. Add to the mix EVs, robotics, and defense demand, and copper’s future price direction is clear. In another two and a half years, $20,000 per tonne or $9+ per pound is realistic. Watch the LME warehouses closely and see where the metal actually moves… the world is finally waking up to the true value of copper.

Robert Friedland

56,522 Aufrufe • vor 3 Monaten

🚨BREAKING: TRUMP TARGETS CRITICAL MINERALS AS COPPER DEMAND SURGES Copper demand is projected to jump from 28.3M tonnes in 2025 to 42.4M by 2040, while the potential supply gap could reach ~10.1M tonnes a year. New mines can take ~17 years to develop AI, grids, defense and electrification all need more copper. That is why new discoveries matter. NRED controls ~16,078 hectares at Wilmac with multiple potential porphyry targets

🚨BREAKING: TRUMP TARGETS CRITICAL MINERALS AS COPPER DEMAND SURGES Copper demand is projected to jump from 28.3M tonnes in 2025 to 42.4M by 2040, while the potential supply gap could reach ~10.1M tonnes a year. New mines can take ~17 years to develop AI, grids, defense and electrification all need more copper. That is why new discoveries matter. NRED controls ~16,078 hectares at Wilmac with multiple potential porphyry targets

TradePulse

44,027 Aufrufe • vor 18 Tagen

Stan Druckenmiller: You don’t have to be a genius to be long copper. - There is no meaningful supply coming online in the next 8 years. - AI and data centers are adding demand. - Not long copper equities, but futures. Being long copper just makes sense.

Stan Druckenmiller: You don’t have to be a genius to be long copper. - There is no meaningful supply coming online in the next 8 years. - AI and data centers are adding demand. - Not long copper equities, but futures. Being long copper just makes sense.

Lukas Ekwueme

250,618 Aufrufe • vor 5 Monaten

Data centers are already here, and they’re here to stay. They’re only going to get bigger, use vastly more power, and require millions of tonnes of copper at a scale we simply do not have the capacity to mine yet… We looked at one Microsoft baby data center and found that it used 2,177 tonnes of copper. This was just one tiny data center. No one has found as much copper as the Ivanhoe group, but we cannot rest on our laurels. We must keep discovering new deposits, building new mines and producing more copper if we can hope to keep GDP growth at 2% and build a better world for our children and grandchildren… Our gratitude, as always, to BMO Metals and Mining in its 35th edition for providing a tier one platform to discuss what’s really needed.

Data centers are already here, and they’re here to stay. They’re only going to get bigger, use vastly more power, and require millions of tonnes of copper at a scale we simply do not have the capacity to mine yet… We looked at one Microsoft baby data center and found that it used 2,177 tonnes of copper. This was just one tiny data center. No one has found as much copper as the Ivanhoe group, but we cannot rest on our laurels. We must keep discovering new deposits, building new mines and producing more copper if we can hope to keep GDP growth at 2% and build a better world for our children and grandchildren… Our gratitude, as always, to BMO Metals and Mining in its 35th edition for providing a tier one platform to discuss what’s really needed.

Robert Friedland

15,746 Aufrufe • vor 5 Monaten

Humans have mined 700 million tons of copper in all of history. We need the same again in just 20 years to hit “net zero”. oh look it’s at near record prices ‘Saving the planet’ is very profitable … as long as taxpayers continue to fund it 💣

Humans have mined 700 million tons of copper in all of history. We need the same again in just 20 years to hit “net zero”. oh look it’s at near record prices ‘Saving the planet’ is very profitable … as long as taxpayers continue to fund it 💣

Bernie

1,006,848 Aufrufe • vor 9 Monaten

CEO & CTO of Impulse Space Impulse Space Tom Mueller Tom Mueller says the Moon is "more important than Mars" in the near term: "Jared Isaacman said we're going to build a base on the Moon and stay there." "People are predicting we'll run out of copper in the next few years. Data centers require so much copper." "We need to start getting copper from the Moon or from the asteroids. There's an almost infinite supply in our solar system of material—enough to supply us for thousands of years." "We just gotta get ready to go get it."

CEO & CTO of Impulse Space Impulse Space Tom Mueller Tom Mueller says the Moon is "more important than Mars" in the near term: "Jared Isaacman said we're going to build a base on the Moon and stay there." "People are predicting we'll run out of copper in the next few years. Data centers require so much copper." "We need to start getting copper from the Moon or from the asteroids. There's an almost infinite supply in our solar system of material—enough to supply us for thousands of years." "We just gotta get ready to go get it."

Molly O’Shea

40,572 Aufrufe • vor 2 Monaten

Critical Minerals Exposure—Without Operating the Mine Evolve Royalties is building a next-generation royalty business focused on the metals powering electrification and digital infrastructure. Here’s what stands out: • Exposure to copper, base metals & critical minerals • Royalty model designed for lower operational risk • Participation in long-term mine revenues • Positioned for demand tied to AI, electrification & energy infrastructure The strategy is simple: finance the projects shaping the future—without the cost burden of operating them. Less volatility. Long-term commodity exposure. Built for the next industrial cycle. Learn more:

Critical Minerals Exposure—Without Operating the Mine Evolve Royalties is building a next-generation royalty business focused on the metals powering electrification and digital infrastructure. Here’s what stands out: • Exposure to copper, base metals & critical minerals • Royalty model designed for lower operational risk • Participation in long-term mine revenues • Positioned for demand tied to AI, electrification & energy infrastructure The strategy is simple: finance the projects shaping the future—without the cost burden of operating them. Less volatility. Long-term commodity exposure. Built for the next industrial cycle. Learn more:

BTV & CEO Clips

85,850 Aufrufe • vor 2 Monaten

Rick Rule: Copper is the next bull market - Copper offers the best risk/reward setup - 7% of global copper supply has vanished - In a market already in structural deficit “The copper price has a coiled spring aspect to it” At the same time, it is getting increasingly harder to find new copper deposits. - Grades are lower - Mines are deeper - Risks are rising As a result, exploration and mine development costs are surging. Copper has a bright future

Rick Rule: Copper is the next bull market - Copper offers the best risk/reward setup - 7% of global copper supply has vanished - In a market already in structural deficit “The copper price has a coiled spring aspect to it” At the same time, it is getting increasingly harder to find new copper deposits. - Grades are lower - Mines are deeper - Risks are rising As a result, exploration and mine development costs are surging. Copper has a bright future

Lukas Ekwueme

57,849 Aufrufe • vor 6 Monaten