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Odd Lots · September 12, 2026 · 1h 9m

Robert Friedland on the World's Monumental Shortage of Copper

Robert Friedland
Show Notes

Copper demand is surging beyond historical cycles, driven by data centers, electric vehicles, and global reindustrialization. Guest Robert Friedland, founder and executive co-chairman of Ivanhoe Mines, warns that the world faces a monumental shortage as supply struggles to keep up. Trade wars and resource nationalism further constrain the market, with the US expected to tariff refined copper. Drawing on 40 years in mining, Friedland explains why opening new mines is too slow to close the gap and shares a memorable cameo involving Steve Jobs.

This summary was generated from show notes and public descriptions, not from a full transcript review. Details may contain inaccuracies.

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Copper demand surging from data centers, EVs, and reindustrialization
Copper demand, long tied to economic activity, is now in overdrive thanks to data centers, electric cars, and the global push to reindustrialize.
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Copper supply constrained by resource nationalism and trade wars
Copper prices are also rising because of tariffs and resource nationalism, with the US expected to impose tariffs on refined copper.
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